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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$362K 0.04%
5,375
-1,205
202
$357K 0.04%
2,949
203
$356K 0.04%
7,858
204
$350K 0.04%
24,900
+4,747
205
$334K 0.04%
259
206
$333K 0.04%
7,132
207
$332K 0.04%
28,992
+3,860
208
$331K 0.04%
1,662
209
$329K 0.04%
5,030
210
$328K 0.04%
4,669
211
$327K 0.04%
3,909
-35,091
212
$324K 0.04%
+4,914
213
$320K 0.04%
4,746
214
$317K 0.04%
6,988
215
$317K 0.04%
18,555
-32,640
216
$314K 0.04%
5,343
217
$312K 0.04%
+11,803
218
$312K 0.04%
2,972
219
$308K 0.04%
3,519
220
$308K 0.04%
2,579
221
$308K 0.04%
+12,258
222
$307K 0.04%
4,470
223
$303K 0.04%
2,014
224
$301K 0.04%
21,147
225
$301K 0.04%
+3,539
7 8
9
10 11