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
$983M
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.67M
3
+$4.59M
4
ENPH icon
Enphase Energy
ENPH
+$4.44M
5
AA icon
Alcoa
AA
+$3.51M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.4M
4
MFC icon
Manulife Financial
MFC
+$15M
5
MRK icon
Merck
MRK
+$14.9M

Sector Composition

1 Technology 38.93%
2 Consumer Discretionary 12.43%
3 Financials 11.44%
4 Communication Services 9.66%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.11%
40,436
-2,167
152
$1.11M 0.11%
14,762
+398
153
$1.11M 0.11%
12,021
-6,421
154
$1.08M 0.11%
21,944
+4,256
155
$1.08M 0.11%
20,519
+542
156
$1.08M 0.11%
18,899
+1,834
157
$1.07M 0.11%
11,283
158
$1.04M 0.11%
14,072
-160
159
$1.04M 0.11%
15,285
+688
160
$1.03M 0.1%
15,991
-4,002
161
$1.03M 0.1%
17,102
+1,139
162
$979K 0.1%
14,122
+298
163
$976K 0.1%
156,425
164
$971K 0.1%
+10,419
165
$952K 0.1%
13,513
+4,546
166
$947K 0.1%
16,051
-192
167
$933K 0.1%
26,229
-2,767
168
$929K 0.09%
10,370
-2,645
169
$924K 0.09%
31,759
+6,197
170
$909K 0.09%
16,919
+3,320
171
$903K 0.09%
15,171
172
$887K 0.09%
16,928
+3,914
173
$882K 0.09%
21,198
+44
174
$874K 0.09%
24,945
+4,409
175
$865K 0.09%
+10,336
5 6
7
8 9