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
126
$572K 0.09%
18,615
127
$567K 0.09%
17,099
+2,277
128
$566K 0.09%
+12,229
129
$552K 0.09%
+10,377
130
$550K 0.09%
44,285
+4,127
131
$505K 0.08%
16,141
132
$399K 0.06%
24,078
-7,922
133
$379K 0.06%
11,004
134
$378K 0.06%
13,198
135
$340K 0.06%
+11,901
136
$329K 0.05%
35,904
-275
137
$296K 0.05%
+21,551
138
$279K 0.05%
+16,073
139
$259K 0.04%
10,072
-3,111
140
$240K 0.04%
13,663
141
– –
-18,608
142
– –
-21,000
143
– –
-53,018
144
– –
-12,427
145
– –
-12,937
146
– –
-28,800
147
– –
-131,981
148
– –
-10,970
149
– –
-14,883
150
– –
-24,475
3 4 5
6
7