LOCC
Lombard Odier & Cie (Canada) Portfolio holdings
AUM
$35.1M
This Quarter Return
-6.91%
1 Year Return
+13.46%
3 Year Return
+19.19%
5 Year Return
–
10 Year Return
–
AUM
$37.3M
AUM Growth
+$37.3M
(-19%)
Cap. Flow
-$5.33M
Cap. Flow
% of AUM
-14.29%
Top 10 Holdings %
Top 10 Hldgs %
41.29%
Holding
99
New
11
Increased
8
Reduced
48
Closed
18
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$407K |
| 2 |
Meta Platforms (Facebook)
META
|
$198K |
| 3 |
RTX Corp
RTX
|
$109K |
| 4 |
Tesla
TSLA
|
$78.6K |
| 5 |
Apple
AAPL
|
$57.3K |
Top Sells
| 1 |
CHL
China Mobile Limited
CHL
|
$513K |
| 2 |
JPMorgan Chase
JPM
|
$366K |
| 3 |
TJX Companies
TJX
|
$323K |
| 4 |
McDonald's
MCD
|
$307K |
| 5 |
Suncor Energy
SU
|
$306K |
Sector Composition
| 1 | Financials | 18.09% |
| 2 | Healthcare | 13.47% |
| 3 | Energy | 13.33% |
| 4 | Consumer Discretionary | 9.01% |
| 5 | Industrials | 7.95% |
