LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$2.22B
1-Year Est. Return
30.1%
1 Year Est. Return
+30.1%
AUM
$2.22B
AUM Growth
+$233M
(+12%)
Holding
306
Top Buys
| 1 | +$149M | |
| 2 | +$62.1M | |
| 3 | +$25M | |
| 4 |
Honeywell
HON
|
+$13.6M |
| 5 |
Allstate
ALL
|
+$13M |
Top Sells
| 1 | +$117M | |
| 2 | +$46M | |
| 3 | +$18.1M | |
| 4 |
Visa
V
|
+$17.7M |
| 5 |
Kinder Morgan
KMI
|
+$16.8M |
Sector Composition
| 1 | Technology | 32.11% |
| 2 | Financials | 21% |
| 3 | Communication Services | 10.47% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Healthcare | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Robinhood
HOOD
$120B
| $3.5M | 0.16% |
24,434
-11,099
|
|
||
127
Fastenal
FAST
$47.3B
| $3.49M | 0.16% |
34,772
+17,904
|
|
||
128
Comcast
CMCSA
$100B
| $3.46M | 0.16% |
110,242
-23,422
|
|
||
129
Bristol-Myers Squibb
BMY
$104B
| $3.42M | 0.15% |
75,869
+4,868
|
|
||
130
Medtronic
MDT
$131B
| $3.41M | 0.15% |
35,767
+1,868
|
|
||
131
Hartford Financial Services
HIG
$37.1B
| $3.38M | 0.15% |
25,373
-200
|
|
||
132
Colgate-Palmolive
CL
$63B
| $3.38M | 0.15% |
42,262
-7,771
|
|
||
133
Royal Caribbean
RCL
$72.5B
| $3.38M | 0.15% |
10,431
-716
|
|
||
134
Blackstone
BX
$117B
| $3.37M | 0.15% |
19,696
-1,000
|
|
||
135
O'Reilly Automotive
ORLY
$83.2B
| $3.32M | 0.15% |
30,836
+7,196
|
|
||
136
Starbucks
SBUX
$99.1B
| $3.32M | 0.15% |
39,214
-3,137
|
|
||
137
CBRE Group
CBRE
$48.3B
| $3.31M | 0.15% |
21,011
+500
|
|
||
138
Bank of New York Mellon
BK
$78.9B
| $3.31M | 0.15% |
30,337
+4,896
|
|
||
139
Costco
COST
$409B
| $3.3M | 0.15% |
15,352
-2,780
|
|
||
140
Marsh & McLennan
MMC
$90.1B
| $3.23M | 0.15% |
16,014
+100
|
|
||
141
General Motors
GM
$69.7B
| $3.23M | 0.15% |
52,909
-3,963
|
|
||
142
Cognizant
CTSH
$38.2B
| $3.16M | 0.14% |
26,308
+5,628
|
|
||
143
DoorDash
DASH
$95.9B
| $3.11M | 0.14% |
11,418
+1,202
|
|
||
144
Marvell Technology
MRVL
$86.4B
| $3.04M | 0.14% |
36,121
+9,766
|
|
||
145
Enbridge
ENB
$104B
| $2.99M | 0.13% |
59,194
+731
|
|
||
146
MetLife
MET
$51.1B
| $2.95M | 0.13% |
35,786
+3,715
|
|
||
147
PayPal
PYPL
$57.3B
| $2.92M | 0.13% |
43,542
+2,601
|
|
||
148
Canadian Pacific Kansas City
CP
$66.6B
| $2.92M | 0.13% |
39,165
+106
|
|
||
149
CSX Corp
CSX
$66.9B
| $2.85M | 0.13% |
80,281
+23,664
|
|
||
150
Nike
NKE
$97B
| $2.84M | 0.13% |
31,327
-60,291
|
|