LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.22B
1-Year Est. Return 30.1%
This Quarter Est. Return
1 Year Est. Return
+30.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$26.4M
3
+$24.7M
4
HALO icon
Halozyme
HALO
+$24.5M
5
ELS icon
Equity Lifestyle Properties
ELS
+$22.9M

Top Sells

1
+$28.6M
2
+$24.6M
3
+$24.1M
4
ABT icon
Abbott
ABT
+$15.5M
5
POOL icon
Pool Corp
POOL
+$14.2M

Sector Composition

1 Healthcare 56.62%
2 Financials 13.8%
3 Consumer Discretionary 12.01%
4 Technology 6.24%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.14%
+83,000
102
$1.73M 0.14%
+19,879
103
$1.68M 0.13%
+44,245
104
$1.66M 0.13%
54,452
+44,525
105
$1.65M 0.13%
20,141
+41
106
$1.59M 0.12%
+64,000
107
$1.59M 0.12%
12,053
+6,230
108
$1.54M 0.12%
+10,555
109
$1.52M 0.12%
29,783
-759
110
$1.5M 0.12%
16,487
+1,789
111
$1.48M 0.12%
17,944
-5,904
112
$1.46M 0.11%
26,264
-891
113
$1.43M 0.11%
259,918
-7,735
114
$1.38M 0.11%
11,067
+8,317
115
$1.37M 0.11%
+27,545
116
$1.32M 0.1%
+31,690
117
$1.3M 0.1%
+37,000
118
$1.3M 0.1%
+27,330
119
$1.29M 0.1%
+14,283
120
$1.24M 0.1%
12,340
+9,472
121
$1.23M 0.1%
+40,200
122
$1.23M 0.1%
15,541
+1,716
123
$1.16M 0.09%
+13,883
124
$1.15M 0.09%
24,556
-174
125
$1.15M 0.09%
10,450
-1,970
3 4
5
6 7