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
$1.03B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.7M
3
+$13.1M
4
AMP icon
Ameriprise Financial
AMP
+$12.3M
5
AMZN icon
Amazon
AMZN
+$10.5M

Top Sells

1
+$17.6M
2
+$12.3M
3
+$7.38M
4
ULTA icon
Ulta Beauty
ULTA
+$6.99M
5
BABA icon
Alibaba
BABA
+$6.15M

Sector Composition

1 Healthcare 29.4%
2 Consumer Discretionary 16.27%
3 Consumer Staples 10.24%
4 Financials 9.03%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.16%
13,389
-646
127
$1.69M 0.16%
25,826
+4,124
128
$1.68M 0.16%
+19,611
129
$1.68M 0.16%
11,273
+2,426
130
$1.68M 0.16%
16,285
-929
131
$1.68M 0.16%
9,802
132
$1.66M 0.16%
30,000
-65,000
133
$1.6M 0.16%
+50,000
134
$1.58M 0.15%
41,675
+7,195
135
$1.57M 0.15%
6,960
+5,357
136
$1.57M 0.15%
21,499
137
$1.56M 0.15%
+8,377
138
$1.55M 0.15%
30,785
+5,663
139
$1.54M 0.15%
20,990
-1,500
140
$1.51M 0.15%
+38,910
141
$1.5M 0.15%
+37,276
142
$1.5M 0.15%
54,915
+5,762
143
$1.5M 0.15%
36,858
144
$1.49M 0.14%
26,598
+1,075
145
$1.46M 0.14%
12,366
+10,056
146
$1.46M 0.14%
25,923
+3,795
147
$1.42M 0.14%
11,776
+2,378
148
$1.42M 0.14%
15,427
-19,169
149
$1.4M 0.14%
7,870
+1,291
150
$1.4M 0.14%
14,618
4 5
6
7 8