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
$983M
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.67M
3
+$4.59M
4
ENPH icon
Enphase Energy
ENPH
+$4.44M
5
AA icon
Alcoa
AA
+$3.51M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.4M
4
MFC icon
Manulife Financial
MFC
+$15M
5
MRK icon
Merck
MRK
+$14.9M

Sector Composition

1 Technology 38.93%
2 Consumer Discretionary 12.43%
3 Financials 11.44%
4 Communication Services 9.66%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.23%
18,959
-953
102
$2.21M 0.22%
35,250
-8,100
103
$2.14M 0.22%
31,243
+16
104
$2.13M 0.22%
32,553
-1,456
105
$2.11M 0.21%
12,148
-267
106
$2.1M 0.21%
23,489
-734
107
$2.01M 0.2%
22,390
+1,802
108
$2M 0.2%
16,174
-795
109
$2M 0.2%
30,199
-2,929
110
$1.97M 0.2%
47,414
-11,913
111
$1.94M 0.2%
28,704
-3,849
112
$1.94M 0.2%
27,305
-501
113
$1.88M 0.19%
28,689
-13,815
114
$1.87M 0.19%
12,048
+99
115
$1.86M 0.19%
44,651
-9,903
116
$1.84M 0.19%
37,941
+1,758
117
$1.82M 0.19%
26,575
-1,306
118
$1.81M 0.18%
11,934
-392
119
$1.81M 0.18%
58,641
120
$1.8M 0.18%
18,261
-1,585
121
$1.76M 0.18%
20,888
+3,000
122
$1.72M 0.17%
37,522
-1,259
123
$1.71M 0.17%
34,226
+8,014
124
$1.7M 0.17%
+10,081
125
$1.63M 0.17%
18,545
-2,082
3 4
5
6 7