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
$924M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.5M
3
+$7.51M
4
VICI icon
VICI Properties
VICI
+$5.89M
5
MDT icon
Medtronic
MDT
+$5.83M

Top Sells

1
+$18M
2
+$13.6M
3
+$10.1M
4
VAR
Varian Medical Systems, Inc.
VAR
+$10.1M
5
MRK icon
Merck
MRK
+$8.54M

Sector Composition

1 Healthcare 30.58%
2 Consumer Discretionary 19.23%
3 Financials 10.01%
4 Technology 7.4%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$590K 0.06%
12,390
-1,939
202
$582K 0.06%
+5,300
203
$567K 0.06%
+3,581
204
$563K 0.06%
7,409
+2,128
205
$560K 0.06%
4,026
+2,013
206
$559K 0.06%
5,400
+1,950
207
$558K 0.06%
2,597
+696
208
$557K 0.06%
35,167
+15,274
209
$554K 0.06%
8,393
+4,004
210
$554K 0.06%
10,006
-6,346
211
$554K 0.06%
6,740
+537
212
$553K 0.06%
8,910
+1,448
213
$550K 0.06%
5,860
+1,858
214
$543K 0.06%
+3,006
215
$541K 0.06%
3,642
+1,372
216
$535K 0.06%
9,604
-14,366
217
$525K 0.06%
+5,636
218
$524K 0.06%
36,745
-23,181
219
$523K 0.06%
+5,609
220
$517K 0.06%
15,956
-798
221
$511K 0.06%
8,776
+3,516
222
$499K 0.05%
4,013
+685
223
$488K 0.05%
1,822
+441
224
$486K 0.05%
39,647
225
$480K 0.05%
5,206
+214
7 8
9
10 11