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
$842M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.6M
3
+$12M
4
CCL icon
Carnival Corp
CCL
+$11.6M
5
AAPL icon
Apple
AAPL
+$9.88M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$20.4M
4
BC icon
Brunswick
BC
+$11.1M
5
A icon
Agilent Technologies
A
+$10.4M

Sector Composition

1 Healthcare 33.24%
2 Technology 15.87%
3 Consumer Discretionary 14.63%
4 Consumer Staples 11.19%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$668K 0.08%
8,120
177
$655K 0.08%
15,677
178
$652K 0.08%
24,665
+3,491
179
$616K 0.07%
6,462
180
$600K 0.07%
50,118
+21,126
181
$573K 0.07%
17,660
+4,546
182
$567K 0.07%
71,452
+12,912
183
$551K 0.07%
40,777
184
$547K 0.07%
9,574
185
$542K 0.06%
5,737
186
$542K 0.06%
3,888
187
$525K 0.06%
4,974
188
$509K 0.06%
10,087
189
$502K 0.06%
8,742
190
$493K 0.06%
8,024
191
$488K 0.06%
3,253
192
$452K 0.05%
7,566
193
$432K 0.05%
2,739
194
$430K 0.05%
6,286
+1,372
195
$412K 0.05%
10,526
196
$401K 0.05%
3,474
197
$387K 0.05%
9,533
198
$377K 0.04%
4,740
199
$376K 0.04%
5,226
200
$365K 0.04%
5,030
6 7
8
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