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
126
$2.63M 0.19%
+16,123
127
$2.61M 0.18%
+20,179
128
$2.54M 0.18%
33,128
+14,873
129
$2.52M 0.18%
+43,350
130
$2.51M 0.18%
47,536
+7,012
131
$2.48M 0.17%
34,339
+22,320
132
$2.45M 0.17%
+19,912
133
$2.42M 0.17%
+7,254
134
$2.36M 0.17%
+10,576
135
$2.35M 0.17%
34,333
-1,734
136
$2.33M 0.16%
58,641
137
$2.33M 0.16%
+10,106
138
$2.29M 0.16%
31,227
+19,122
139
$2.29M 0.16%
+36,138
140
$2.28M 0.16%
46,394
+3,306
141
$2.26M 0.16%
81,831
+36,990
142
$2.23M 0.16%
+16,969
143
$2.22M 0.16%
+19,846
144
$2.17M 0.15%
16,760
+232
145
$2.16M 0.15%
12,551
146
$2.14M 0.15%
+27,806
147
$2.1M 0.15%
12,415
+965
148
$2.08M 0.15%
11,027
+794
149
$2.08M 0.15%
24,223
+14,092
150
$2.08M 0.15%
13,180
-1,945
4 5
6
7 8