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
$740M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$6.88M
4
AAPL icon
Apple
AAPL
+$6.33M
5
MSFT icon
Microsoft
MSFT
+$5.31M

Top Sells

1
+$6.81M
2
+$5.55M
3
+$5.53M
4
THO icon
Thor Industries
THO
+$5.2M
5
EBAY icon
eBay
EBAY
+$4.13M

Sector Composition

1 Healthcare 30.73%
2 Technology 18.92%
3 Consumer Discretionary 15.6%
4 Financials 11.92%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.3M 4.32%
167,610
+32,901
2
$28.9M 3.86%
76,777
+14,127
3
$19.3M 2.58%
36,599
-5,890
4
$18.7M 2.51%
81,028
-6,825
5
$17.1M 2.29%
250,000
-25,000
6
$16.7M 2.23%
754,270
-250,000
7
$15.7M 2.1%
144,324
+7,230
8
$15.5M 2.08%
29,236
-6,112
9
$15.5M 2.07%
160,000
-15,000
10
$15.3M 2.05%
26,228
-3,524
11
$15.1M 2.02%
99,308
+22,624
12
$14.7M 1.97%
36,127
-16,729
13
$14.7M 1.96%
296,130
+32,300
14
$13.2M 1.77%
400,000
+100,000
15
$12.9M 1.73%
75,082
-172
16
$12.6M 1.68%
114,243
+103,039
17
$11.7M 1.57%
51,495
-4,188
18
$11.6M 1.55%
30,482
-7,330
19
$11.5M 1.54%
161,629
+778
20
$11.3M 1.51%
110,000
-30,000
21
$11.2M 1.49%
+24,119
22
$11.1M 1.48%
499,000
-9,057
23
$11M 1.47%
90,000
-15,579
24
$10.9M 1.46%
45,000
25
$10.8M 1.44%
320,000
+120,000
1
2 3 4 5