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
$983M
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.67M
3
+$4.59M
4
ENPH icon
Enphase Energy
ENPH
+$4.44M
5
AA icon
Alcoa
AA
+$3.51M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.4M
4
MFC icon
Manulife Financial
MFC
+$15M
5
MRK icon
Merck
MRK
+$14.9M

Sector Composition

1 Technology 38.93%
2 Consumer Discretionary 12.43%
3 Financials 11.44%
4 Communication Services 9.66%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$862K 0.09%
11,627
+1,171
177
$857K 0.09%
19,440
+308
178
$848K 0.09%
14,067
+502
179
$841K 0.09%
37,626
+6,506
180
$827K 0.08%
+19,150
181
$819K 0.08%
16,776
+500
182
$811K 0.08%
10,638
+925
183
$806K 0.08%
24,136
-3,545
184
$785K 0.08%
16,635
-668
185
$763K 0.08%
16,171
-10,425
186
$724K 0.07%
39,803
+2,412
187
$695K 0.07%
13,097
-1,693
188
$654K 0.07%
+12,215
189
$653K 0.07%
+14,046
190
$645K 0.07%
19,293
-3,403
191
$609K 0.06%
14,336
-5,381
192
$588K 0.06%
14,038
-8,327
193
$524K 0.05%
27,396
-6,500
194
$478K 0.05%
12,875
-5,377
195
$477K 0.05%
24,013
-15,112
196
$403K 0.04%
24,258
-1,859
197
$389K 0.04%
+10,462
198
$388K 0.04%
10,489
+149
199
$368K 0.04%
103,733
-5,597
200
$367K 0.04%
12,490
-4,105
6 7
8
9 10