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
126
$1.61M 0.16%
10,034
-2,517
127
$1.6M 0.16%
21,915
-20,924
128
$1.55M 0.16%
21,004
-1,175
129
$1.53M 0.16%
24,382
+1,674
130
$1.48M 0.15%
16,324
-4,419
131
$1.48M 0.15%
19,775
+2,777
132
$1.47M 0.15%
14,592
-1,782
133
$1.46M 0.15%
23,172
-533
134
$1.45M 0.15%
19,716
+2,986
135
$1.44M 0.15%
24,845
-2,488
136
$1.42M 0.14%
28,902
-1,405
137
$1.42M 0.14%
27,014
+16,939
138
$1.41M 0.14%
14,852
-415
139
$1.35M 0.14%
38,472
-9,607
140
$1.31M 0.13%
+15,577
141
$1.27M 0.13%
12,289
-683
142
$1.23M 0.13%
+18,288
143
$1.23M 0.13%
11,668
+3,748
144
$1.22M 0.12%
11,685
+1,532
145
$1.21M 0.12%
18,212
-2,257
146
$1.2M 0.12%
11,286
+2,681
147
$1.17M 0.12%
11,674
-3,565
148
$1.17M 0.12%
+41,070
149
$1.16M 0.12%
16,550
+1,239
150
$1.12M 0.11%
15,550
+1,922
4 5
6
7 8