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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.06M 0.14%
+10,417
152
$2.05M 0.14%
27,881
+9,118
153
$2.03M 0.14%
+12,326
154
$2.02M 0.14%
20,627
155
$2.01M 0.14%
34,009
+17,040
156
$1.99M 0.14%
+20,588
157
$1.99M 0.14%
38,781
+25,580
158
$1.97M 0.14%
20,743
+792
159
$1.96M 0.14%
+32,553
160
$1.93M 0.14%
+11,949
161
$1.92M 0.14%
30,114
-14,582
162
$1.91M 0.13%
10,807
163
$1.88M 0.13%
+9,162
164
$1.85M 0.13%
+2,242
165
$1.83M 0.13%
27,333
+16,025
166
$1.82M 0.13%
+8,824
167
$1.76M 0.12%
+12,709
168
$1.76M 0.12%
+18,442
169
$1.76M 0.12%
+165,000
170
$1.75M 0.12%
156,425
+56,664
171
$1.71M 0.12%
+22,179
172
$1.71M 0.12%
7,834
-43,661
173
$1.7M 0.12%
36,183
+6,999
174
$1.69M 0.12%
+19,993
175
$1.68M 0.12%
+2,993
5 6
7
8 9