LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$2.35B
1-Year Est. Return
30.81%
This Fund
S&P 500
1 Year Est. Return
+30.81%
AUM
$2.35B
AUM Growth
+$136M
(+6.1%)
Holding
325
Top Buys
| 1 | +$99.7M | |
| 2 | +$71.5M | |
| 3 | +$22.1M | |
| 4 |
Home Depot
HD
|
+$15.9M |
| 5 |
Procter & Gamble
PG
|
+$12.8M |
Top Sells
| 1 | +$77.4M | |
| 2 | +$60.2M | |
| 3 | +$52.2M | |
| 4 |
Honeywell
HON
|
+$48.4M |
| 5 |
UnitedHealth
UNH
|
+$47.8M |
Sector Composition
| 1 | Technology | 38.67% |
| 2 | Financials | 14.34% |
| 3 | Communication Services | 11.1% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Healthcare | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Alliant Energy
LNT
$18.6B
| $1.66M | 0.07% |
+25,600
|
|
||
202
Chipotle Mexican Grill
CMG
$47.8B
| $1.65M | 0.07% |
44,593
+30,682
|
|
||
203
Tyson Foods
TSN
$22.2B
| $1.65M | 0.07% |
+28,100
|
|
||
204
Kroger
KR
$43B
| $1.62M | 0.07% |
+25,850
|
|
||
205
Sempra
SRE
$62.3B
| $1.6M | 0.07% |
+18,131
|
|
||
206
Nasdaq
NDAQ
$50.7B
| $1.58M | 0.07% |
16,313
-67,803
|
|
||
207
Strategy Inc
MSTR
$48.9B
| $1.57M | 0.07% |
+10,334
|
|
||
208
Apollo Global Management
APO
$63.5B
| $1.55M | 0.07% |
+10,692
|
|
||
209
Roblox
RBLX
$47.8B
| $1.54M | 0.07% |
19,049
-346
|
|
||
210
Kinder Morgan
KMI
$75.5B
| $1.53M | 0.07% |
55,772
+35,049
|
|
||
211
Duke Energy
DUK
$103B
| $1.51M | 0.06% |
+12,900
|
|
||
212
Carrier Global
CARR
$51.1B
| $1.5M | 0.06% |
28,437
-19,158
|
|
||
213
Nutrien
NTR
$35.6B
| $1.49M | 0.06% |
+24,093
|
|
||
214
Pinterest
PINS
$12.9B
| $1.44M | 0.06% |
55,472
+2,578
|
|
||
215
DTE Energy
DTE
$31.2B
| $1.34M | 0.06% |
+10,400
|
|
||
216
Paychex
PAYX
$34.4B
| $1.33M | 0.06% |
11,814
-5,599
|
|
||
217
Veralto
VLTO
$23.5B
| $1.29M | 0.05% |
12,886
+543
|
|
||
218
GE HealthCare
GEHC
$36B
| $1.28M | 0.05% |
15,614
+3,500
|
|
||
219
Kinross Gold
KGC
$40.8B
| $1.28M | 0.05% |
45,308
-10,300
|
|
||
220
eBay
EBAY
$40.8B
| $1.27M | 0.05% |
14,638
-26,532
|
|
||
221
Canadian Pacific Kansas City
CP
$77.9B
| $1.27M | 0.05% |
17,218
-21,947
|
|
||
222
Cameco
CCJ
$52.4B
| $1.22M | 0.05% |
13,313
+3,300
|
|
||
223
Edwards Lifesciences
EW
$49.5B
| $1.2M | 0.05% |
14,052
-3,500
|
|
||
224
Bank of New York Mellon
BK
$81.5B
| $1.19M | 0.05% |
10,238
-20,099
|
|
||
225
Rocket Lab Corp
RKLB
$38.4B
| $1.14M | 0.05% |
16,305
-28,064
|
|