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
$736M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.9M
3
+$10.4M
4
WBA
Walgreens Boots Alliance
WBA
+$10.1M
5
ZBH icon
Zimmer Biomet
ZBH
+$8.43M

Top Sells

1
+$17.3M
2
+$16.9M
3
+$12.5M
4
CCL icon
Carnival Corp
CCL
+$11.8M
5
CSCO icon
Cisco
CSCO
+$10.9M

Sector Composition

1 Healthcare 41.11%
2 Consumer Discretionary 14.28%
3 Consumer Staples 13.84%
4 Real Estate 5.75%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$306K 0.04%
4,053
202
$298K 0.04%
2,972
203
$296K 0.04%
3,747
+1,550
204
$294K 0.04%
+10,593
205
$293K 0.04%
1,768
206
$291K 0.04%
2,949
207
$288K 0.04%
2,787
208
$285K 0.04%
3,270
-1,470
209
$279K 0.04%
5,355
210
$278K 0.04%
2,545
211
$275K 0.04%
6,988
212
$269K 0.04%
4,154
-1,221
213
$266K 0.04%
1,102
-212
214
$263K 0.04%
3,758
215
$263K 0.04%
3,311
-41,182
216
$261K 0.04%
2,339
217
$258K 0.04%
1,880
218
$258K 0.04%
3,892
219
$253K 0.03%
+5,585
220
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3,434
-1,596
221
$250K 0.03%
3,203
222
$250K 0.03%
4,402
223
$248K 0.03%
2,636
224
$246K 0.03%
4,646
-2,084
225
$243K 0.03%
1,603
-411
7 8
9
10 11