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
$878M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$12.6M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
VTR icon
Ventas
VTR
+$8.95M

Top Sells

1
+$10M
2
+$9.09M
3
+$8.86M
4
MS icon
Morgan Stanley
MS
+$8.72M
5
HAE icon
Haemonetics
HAE
+$8.71M

Sector Composition

1 Healthcare 34.6%
2 Consumer Discretionary 15.02%
3 Consumer Staples 10.49%
4 Real Estate 6.92%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$712K 0.08%
+9,958
177
$711K 0.08%
+2,018
178
$707K 0.08%
8,554
-18,398
179
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20,350
-8,201
180
$697K 0.08%
8,096
-10,948
181
$695K 0.08%
13,353
-11,830
182
$689K 0.08%
+9,805
183
$686K 0.08%
9,888
-34,890
184
$661K 0.08%
+10,825
185
$658K 0.07%
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186
$653K 0.07%
44,169
+24,724
187
$651K 0.07%
11,031
+2,091
188
$649K 0.07%
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189
$642K 0.07%
6,202
-2,580
190
$639K 0.07%
3,669
+1,298
191
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14,411
-8,640
192
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193
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20,836
-23,204
194
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6,457
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195
$591K 0.07%
8,611
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196
$588K 0.07%
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197
$580K 0.07%
6,458
-18,935
198
$580K 0.07%
7,137
-8,900
199
$580K 0.07%
12,582
200
$579K 0.07%
2,647
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