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
$1B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$9.09M
3
+$7.62M
4
CHE icon
Chemed
CHE
+$7.48M
5
BDX icon
Becton Dickinson
BDX
+$7.17M

Top Sells

1
+$10.1M
2
+$9.85M
3
+$9.24M
4
ILMN icon
Illumina
ILMN
+$6.84M
5
PSMT icon
Pricesmart
PSMT
+$6.05M

Sector Composition

1 Healthcare 35.1%
2 Consumer Discretionary 14.64%
3 Consumer Staples 9.89%
4 Financials 9.49%
5 Technology 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.21M 0.12%
23,383
+14,637
152
$1.18M 0.12%
8,202
-5,348
153
$1.18M 0.12%
77,450
154
$1.16M 0.11%
10,364
+6,144
155
$1.14M 0.11%
16,859
+8,173
156
$1.14M 0.11%
161,520
+93,760
157
$1.1M 0.11%
7,967
158
$1.1M 0.11%
13,690
+7,233
159
$1.07M 0.11%
12,537
160
$1.05M 0.1%
12,335
-18,580
161
$1.03M 0.1%
20,730
-12,565
162
$1.01M 0.1%
7,029
+481
163
$1.01M 0.1%
22,263
-32,323
164
$1M 0.1%
5,129
-778
165
$998K 0.1%
6,131
166
$992K 0.1%
363,723
+313,357
167
$955K 0.09%
38,943
-11,425
168
$949K 0.09%
20,553
+9,142
169
$940K 0.09%
11,384
+5,453
170
$935K 0.09%
40,166
171
$934K 0.09%
+32,090
172
$934K 0.09%
25,510
+18,781
173
$930K 0.09%
5,962
174
$930K 0.09%
+20,293
175
$928K 0.09%
24,653
-43
5 6
7
8 9