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
$743M
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$9.11M
3 +$6.98M
4
CHE icon
Chemed
CHE
+$5.85M
5
IQV icon
IQVIA
IQV
+$5.72M

Top Sells

1 +$42.2M
2 +$16.6M
3 +$16.5M
4
HUM icon
Humana
HUM
+$12.6M
5
KLAC icon
KLA
KLAC
+$4.46M

Sector Composition

1 Healthcare 37.05%
2 Financials 13.66%
3 Consumer Discretionary 11.74%
4 Consumer Staples 8.04%
5 Technology 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$519K 0.07%
8,087
-11,263
177
$517K 0.07%
5,655
-12,215
178
$507K 0.07%
7,673
+2,123
179
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180
$483K 0.06%
15,405
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181
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9,756
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182
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6,518
-1,255
183
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184
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9,839
-3,170
185
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5,066
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186
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4,661
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187
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7,721
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188
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12,019
-3,681
189
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8,680
-9,455
190
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11,587
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191
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192
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2,500
193
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194
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15,511
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195
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18,700
196
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197
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1,936
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198
$439K 0.06%
8,178
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199
$437K 0.06%
2,648
+1,188
200
$437K 0.06%
5,103
+1,324