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
$736M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$12.9M
3 +$10.4M
4
WBA
Walgreens Boots Alliance
WBA
+$10.1M
5
ZBH icon
Zimmer Biomet
ZBH
+$8.43M

Top Sells

1 +$17.3M
2 +$16.9M
3 +$12.5M
4
CCL icon
Carnival Corp
CCL
+$11.8M
5
CSCO icon
Cisco
CSCO
+$10.9M

Sector Composition

1 Healthcare 41.11%
2 Consumer Discretionary 14.28%
3 Consumer Staples 13.84%
4 Real Estate 5.75%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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7,205
-1,537
177
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9,257
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178
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182
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188
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199
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200
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