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LOAMU

Lombard Odier Asset Management (USA) Portfolio holdings

AUM $186M
1-Year Est. Return 35.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$27.2M
3
+$17.5M
4
NCLH icon
Norwegian Cruise Line
NCLH
+$16.4M
5
AVGO icon
Broadcom
AVGO
+$3.93M

Top Sells

1
+$32.4M
2
+$13M
3
+$11.3M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$11M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$9.22M

Sector Composition

1 Consumer Discretionary 10.82%
2 Healthcare 9.67%
3 Technology 8.04%
4 Communication Services 7.02%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
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