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
151
$1.39M 0.14%
28,916
+4,748
152
$1.39M 0.13%
54,796
+14,019
153
$1.38M 0.13%
17,824
-21,273
154
$1.38M 0.13%
24,672
+4,360
155
$1.36M 0.13%
+34,001
156
$1.34M 0.13%
81,000
+3,000
157
$1.34M 0.13%
5,528
-398
158
$1.29M 0.13%
15,764
159
$1.29M 0.12%
16,329
+1,475
160
$1.27M 0.12%
+12,883
161
$1.24M 0.12%
25,540
162
$1.24M 0.12%
23,783
+1,495
163
$1.24M 0.12%
26,205
+1,920
164
$1.22M 0.12%
25,331
165
$1.2M 0.12%
24,802
-182
166
$1.18M 0.11%
14,259
-17,610
167
$1.18M 0.11%
20,627
-400
168
$1.17M 0.11%
31,313
+1,504
169
$1.15M 0.11%
14,916
+1,837
170
$1.15M 0.11%
15,425
+10,356
171
$1.15M 0.11%
20,764
172
$1.13M 0.11%
12,686
+3,605
173
$1.13M 0.11%
15,539
+11,889
174
$1.13M 0.11%
23,839
+3,325
175
$1.11M 0.11%
+25,431
5 6
7
8 9