LOAMU

Lombard Odier Asset Management (USA) Portfolio holdings

AUM $442M
1-Year Est. Return 7.16%
This Quarter Est. Return
1 Year Est. Return
+7.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$20.1M
3
+$13.8M
4
SE icon
Sea Limited
SE
+$12.1M
5
SEDG icon
SolarEdge
SEDG
+$11.3M

Top Sells

1
+$6.33M
2
+$4.72M
3
+$4.55M
4
VRT icon
Vertiv
VRT
+$4.46M
5
ENPH icon
Enphase Energy
ENPH
+$3.77M

Sector Composition

1 Consumer Discretionary 10.43%
2 Technology 9.91%
3 Industrials 9.05%
4 Healthcare 4.24%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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