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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.84M 0.27%
+39,540
102
$3.76M 0.26%
28,873
+16,511
103
$3.75M 0.26%
48,651
+24,073
104
$3.7M 0.26%
+17,903
105
$3.63M 0.26%
+9,457
106
$3.56M 0.25%
82,109
+43,271
107
$3.51M 0.25%
58,785
+33,959
108
$3.51M 0.25%
+60,490
109
$3.5M 0.25%
+9,639
110
$3.49M 0.25%
+24,548
111
$3.47M 0.24%
+19,907
112
$3.41M 0.24%
36,242
+22,585
113
$3.4M 0.24%
+5,544
114
$3.23M 0.23%
+20,205
115
$3.22M 0.23%
59,327
+31,418
116
$3.11M 0.22%
+45,439
117
$3.05M 0.21%
10,106
118
$3M 0.21%
42,839
+7,919
119
$2.98M 0.21%
42,504
+23,310
120
$2.86M 0.2%
+14,718
121
$2.8M 0.2%
+4,010
122
$2.78M 0.2%
+14,032
123
$2.75M 0.19%
59,074
-799
124
$2.74M 0.19%
+10,031
125
$2.74M 0.19%
+6,549
3 4
5
6 7