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
$911M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.1M
3
+$12.9M
4
COP icon
ConocoPhillips
COP
+$11.5M
5
MA icon
Mastercard
MA
+$11.4M

Top Sells

1
+$20.1M
2
+$15.9M
3
+$14.9M
4
TTD icon
Trade Desk
TTD
+$10.8M
5
ADSK icon
Autodesk
ADSK
+$10.5M

Sector Composition

1 Energy 15.41%
2 Communication Services 10.98%
3 Consumer Discretionary 9.19%
4 Healthcare 6.9%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
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