LOCB
Lombard Odier & Cie (Bahamas) Portfolio holdings
AUM
$263M
1-Year Return
3.37%
This Quarter Return
+1.54%
1 Year Return
-3.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$285M
AUM Growth
+$8.36M
(+3%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
35.36%
Holding
96
New
5
Increased
12
Reduced
7
Closed
4
Top Buys
| 1 |
EMC
EMC CORPORATION
EMC
|
$1.48M |
| 2 |
AbbVie
ABBV
|
$907K |
| 3 |
MetLife
MET
|
$818K |
| 4 |
Coca-Cola
KO
|
$687K |
| 5 |
Verizon
VZ
|
$531K |
Top Sells
| 1 |
Schlumberger
SLB
|
$185K |
| 2 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$103K |
| 3 |
B
Barrick Mining Corporation
B
|
$98K |
| 4 |
iShares China Large-Cap ETF
FXI
|
$74.9K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$56.4K |
Sector Composition
| 1 | Healthcare | 18.35% |
| 2 | Consumer Staples | 12.56% |
| 3 | Industrials | 12.12% |
| 4 | Technology | 11.66% |
| 5 | Energy | 10.52% |
