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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.67M 0.12%
+10,314
177
$1.64M 0.12%
30,307
+14,578
178
$1.61M 0.11%
48,079
+9,622
179
$1.61M 0.11%
+20,469
180
$1.61M 0.11%
254,857
-61,600
181
$1.57M 0.11%
+15,239
182
$1.57M 0.11%
+9,408
183
$1.55M 0.11%
+26,212
184
$1.55M 0.11%
29,666
+2,712
185
$1.55M 0.11%
+6,374
186
$1.54M 0.11%
+6,034
187
$1.51M 0.11%
16,374
+6,306
188
$1.5M 0.11%
27,623
+4,883
189
$1.47M 0.1%
+1,104
190
$1.46M 0.1%
22,708
+12,279
191
$1.46M 0.1%
26,596
+6,844
192
$1.38M 0.1%
+4,749
193
$1.38M 0.1%
23,705
+11,723
194
$1.35M 0.1%
12,972
+1,235
195
$1.34M 0.09%
+2,478
196
$1.33M 0.09%
+16,998
197
$1.33M 0.09%
+8,605
198
$1.31M 0.09%
+15,267
199
$1.3M 0.09%
+6,475
200
$1.3M 0.09%
+10,319
6 7
8
9 10