LOAMU
Lombard Odier Asset Management (USA) Portfolio holdings
AUM
$400M
1-Year Return
4.84%
This Quarter Return
+3.43%
1 Year Return
+4.84%
3 Year Return
+8.43%
5 Year Return
+20.47%
10 Year Return
+108.73%
AUM
$400M
AUM Growth
+$104M
(+35%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
29.64%
Holding
353
New
181
Increased
63
Reduced
36
Closed
28
Top Buys
| 1 |
Duke Energy
DUK
|
+$4.28M |
| 2 |
RBC Bearings
RBC
|
+$3.83M |
| 3 |
TransDigm Group
TDG
|
+$3.64M |
| 4 |
Brown & Brown
BRO
|
+$3.58M |
| 5 |
Kroger
KR
|
+$3.47M |
Top Sells
| 1 |
Waste Management
WM
|
+$6.69M |
| 2 |
Newmont
NEM
|
+$5.86M |
| 3 |
AutoNation
AN
|
+$3.91M |
| 4 |
BERY
Berry Global Group, Inc.
BERY
|
+$3.63M |
| 5 |
RB Global
RBA
|
+$3.51M |
Sector Composition
| 1 | Industrials | 18.01% |
| 2 | Consumer Discretionary | 13.33% |
| 3 | Technology | 11.58% |
| 4 | Healthcare | 6.36% |
| 5 | Financials | 6.26% |
