LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.35B
1-Year Est. Return 30.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$36.5M
3
+$24.1M
4
AMZN icon
Amazon
AMZN
+$21.9M
5
META icon
Meta Platforms (Facebook)
META
+$14.6M

Top Sells

1
+$9.62M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.27M
5
SCI icon
Service Corp International
SCI
+$3.53M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.27M 0.09%
+17,888
202
$1.26M 0.09%
+3,637
203
$1.26M 0.09%
+5,111
204
$1.24M 0.09%
12,502
+2,412
205
$1.22M 0.09%
+4,578
206
$1.22M 0.09%
+19,786
207
$1.2M 0.08%
+4,859
208
$1.18M 0.08%
+3,409
209
$1.18M 0.08%
11,283
210
$1.14M 0.08%
+7,301
211
$1.13M 0.08%
+2,760
212
$1.13M 0.08%
+6,539
213
$1.13M 0.08%
21,154
214
$1.12M 0.08%
16,730
+574
215
$1.12M 0.08%
16,243
+2,258
216
$1.12M 0.08%
42,603
+31,505
217
$1.11M 0.08%
+14,232
218
$1.09M 0.08%
+15,311
219
$1.08M 0.08%
+19,977
220
$1.08M 0.08%
70,888
-91,000
221
$1.07M 0.08%
+14,597
222
$1.07M 0.08%
+14,364
223
$1.04M 0.07%
18,135
+5,936
224
$1.04M 0.07%
+13,015
225
$1.04M 0.07%
28,996
+1,728
7 8
9
10 11