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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

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
1
$74.6M 5.25%
177,283
+100,506
2
$63.1M 4.45%
368,257
+200,647
3
$56.8M 4%
628,970
+332,840
4
$41.5M 2.92%
230,230
+130,922
5
$28.4M 2%
58,419
+32,792
6
$28.1M 1.98%
36,101
+9,873
7
$24.9M 1.75%
188,488
+44,164
8
$24.2M 1.7%
48,948
+12,349
9
$23.5M 1.66%
155,969
+83,705
10
$20.3M 1.43%
133,028
+78,997
11
$18.1M 1.27%
31,065
+1,829
12
$17.5M 1.23%
69,053
-11,975
13
$15M 1.05%
605,026
-149,244
14
$14.9M 1.05%
131,328
+17,085
15
$14.8M 1.04%
200,000
-50,000
16
$14.6M 1.03%
+110,110
17
$14.2M 1%
34,007
-2,120
18
$14.1M 0.99%
70,197
+40,664
19
$13.4M 0.94%
47,842
+24,152
20
$12.6M 0.89%
71,602
+34,439
21
$12.4M 0.87%
62,757
-12,325
22
$11.7M 0.82%
16,167
-20
23
$11.2M 0.79%
26,565
+16,531
24
$11.1M 0.78%
340,000
-60,000
25
$11M 0.77%
179,200
+68,800
1
2 3 4 5