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
$740M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$6.88M
4
AAPL icon
Apple
AAPL
+$6.33M
5
MSFT icon
Microsoft
MSFT
+$5.31M

Top Sells

1
+$6.81M
2
+$5.55M
3
+$5.53M
4
THO icon
Thor Industries
THO
+$5.2M
5
EBAY icon
eBay
EBAY
+$4.13M

Sector Composition

1 Healthcare 30.73%
2 Technology 18.92%
3 Consumer Discretionary 15.6%
4 Financials 11.92%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$537K 0.07%
15,478
-3,137
152
$525K 0.07%
31,279
-18,680
153
$515K 0.07%
29,178
+5,100
154
$444K 0.06%
13,593
+395
155
$402K 0.05%
13,369
+3,297
156
$389K 0.05%
+10,747
157
$359K 0.05%
+13,761
158
$281K 0.04%
+13,064
159
$276K 0.04%
+24,265
160
$272K 0.04%
+11,098
161
$250K 0.03%
11,747
-1,916
162
– –
-262,400
163
– –
-59,486
164
– –
-93,753
165
– –
-11,032
166
– –
-391,682
167
– –
-10,377
168
– –
-37,002
169
– –
-10,045
170
– –
-11,033
171
– –
0
172
– –
-10,806
173
– –
-11,901
174
– –
-11,004
175
– –
-10,579
4 5 6
7
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