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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$523K 0.06%
+16,325
177
$516K 0.06%
8,988
+1,787
178
$514K 0.06%
4,325
-130,000
179
$514K 0.06%
10,087
180
$511K 0.06%
+10,089
181
$507K 0.06%
8,024
-9,376
182
$505K 0.06%
12,594
+3,713
183
$496K 0.06%
52,331
+20,066
184
$495K 0.06%
3,888
185
$493K 0.06%
+16,205
186
$484K 0.06%
8,742
187
$484K 0.06%
4,974
188
$469K 0.06%
20,632
+7,533
189
$459K 0.06%
7,566
190
$447K 0.05%
2,739
191
$445K 0.05%
5,226
-9,259
192
$411K 0.05%
9,533
193
$410K 0.05%
58,540
+28,108
194
$407K 0.05%
1,314
195
$399K 0.05%
+13,114
196
$377K 0.05%
10,526
-18,916
197
$377K 0.05%
+40,998
198
$375K 0.05%
4,740
199
$367K 0.04%
3,474
200
$362K 0.04%
+9,914
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