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
$1.33B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$44.4M
2 +$41.6M
3 +$32.3M
4
CVS icon
CVS Health
CVS
+$30M
5
DHR icon
Danaher
DHR
+$29.2M

Sector Composition

1 Healthcare 36.4%
2 Consumer Discretionary 16.83%
3 Financials 13.95%
4 Technology 9.56%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$804K 0.06%
19,943
177
$797K 0.06%
8,388
-5,579
178
$797K 0.06%
20,552
-6,749
179
$782K 0.06%
12,805
-1,513
180
$780K 0.06%
+3,517
181
$779K 0.06%
4,226
+3,093
182
$777K 0.06%
16,099
+2,488
183
$771K 0.06%
16,329
+12,147
184
$769K 0.06%
36,376
+16,908
185
$765K 0.06%
+41,193
186
$763K 0.06%
70,089
-15,465
187
$757K 0.06%
3,625
-2,777
188
$757K 0.06%
+27,484
189
$756K 0.06%
27,010
-4,146
190
$754K 0.06%
7,072
-2,962
191
$753K 0.06%
9,221
-1,219
192
$752K 0.06%
19,809
-107
193
$751K 0.06%
6,641
-1,377
194
$751K 0.06%
+16,064
195
$745K 0.06%
17,744
-4,854
196
$745K 0.06%
14,235
+8,881
197
$740K 0.06%
22,698
+5,597
198
$740K 0.06%
5,352
-68,559
199
$732K 0.05%
12,696
-7,732
200
$731K 0.05%
6,900