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
$1.33B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$44.4M
2 +$41.6M
3 +$32.3M
4
CVS icon
CVS Health
CVS
+$30M
5
DHR icon
Danaher
DHR
+$29.2M

Sector Composition

1 Healthcare 36.4%
2 Consumer Discretionary 16.83%
3 Financials 13.95%
4 Technology 9.56%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$723K 0.05%
+12,211
202
$723K 0.05%
7,564
-3,005
203
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11,166
-3,556
204
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-2,800
205
$713K 0.05%
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206
$711K 0.05%
+31,830
207
$709K 0.05%
12,722
-5,967
208
$708K 0.05%
16,459
209
$702K 0.05%
8,992
-764
210
$700K 0.05%
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211
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8,681
-35,805
212
$696K 0.05%
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213
$687K 0.05%
9,942
-94,420
214
$685K 0.05%
8,540
-1,303
215
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216
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217
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12,786
218
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10,977
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219
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32,468
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220
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221
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222
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4,240
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223
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224
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20,177
-2,733
225
$671K 0.05%
+11,531