LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $1.98B
1-Year Est. Return 25.93%
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.39M
3
+$2.22M
4
PDD icon
Pinduoduo
PDD
+$2.11M
5
CVX icon
Chevron
CVX
+$1.89M

Top Sells

1
+$13.7M
2
+$5.09M
3
+$4.76M
4
LLY icon
Eli Lilly
LLY
+$3.3M
5
LH icon
Labcorp
LH
+$3.01M

Sector Composition

1 Healthcare 32.79%
2 Technology 16.63%
3 Consumer Discretionary 15.44%
4 Financials 11.23%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.17%
12,345
+1,631
102
$1.08M 0.17%
+10,958
103
$1.08M 0.17%
71,900
-28,100
104
$1.06M 0.17%
32,754
-1,035
105
$1.06M 0.17%
29,847
+5,423
106
$1.06M 0.17%
+13,516
107
$1.03M 0.17%
12,697
-87
108
$1.02M 0.17%
16,084
-2,229
109
$1.02M 0.17%
17,593
-1,548
110
$1.01M 0.16%
21,898
+1,380
111
$1M 0.16%
64,492
-25,100
112
$939K 0.15%
16,398
+3,592
113
$880K 0.14%
13,634
+198
114
$797K 0.13%
11,416
-1,080
115
$750K 0.12%
49,959
116
$749K 0.12%
+13,713
117
$719K 0.12%
19,455
+3,419
118
$677K 0.11%
262,400
-102,600
119
$671K 0.11%
22,309
-128
120
$663K 0.11%
22,825
-18,146
121
$637K 0.1%
10,045
122
$622K 0.1%
13,683
+2,791
123
$621K 0.1%
+17,519
124
$619K 0.1%
14,504
125
$581K 0.09%
17,233
-719
3 4
5
6 7