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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$694K 0.08%
40,777
152
$685K 0.08%
+11,127
153
$677K 0.08%
34,926
+9,579
154
$652K 0.08%
8,120
155
$645K 0.08%
18,949
+11,423
156
$644K 0.08%
+11,339
157
$643K 0.08%
+13,607
158
$639K 0.08%
4,804
-4,746
159
$635K 0.08%
+18,307
160
$635K 0.08%
+19,064
161
$632K 0.08%
+14,549
162
$620K 0.07%
+56,029
163
$615K 0.07%
+31,031
164
$607K 0.07%
6,240
+11
165
$595K 0.07%
13,817
+1,818
166
$588K 0.07%
6,462
-2,704
167
$588K 0.07%
+6,068
168
$584K 0.07%
+21,165
169
$573K 0.07%
9,574
-150,000
170
$569K 0.07%
22,884
-4,126
171
$565K 0.07%
5,737
-30,000
172
$541K 0.07%
+16,566
173
$534K 0.06%
3,253
174
$534K 0.06%
29,689
-1,146
175
$533K 0.06%
+32,616
5 6
7
8 9