LOCC

Lombard Odier & Cie (Canada) Portfolio holdings

AUM $35.1M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M
2 +$5.41M
3 +$5.05M
4
SU icon
Suncor Energy
SU
+$4.37M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 14.51%
2 Energy 14.35%
3 Healthcare 12.82%
4 Technology 12.36%
5 Financials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$18K 0.02%
+3,375
127
$16K 0.02%
+337
128
$12K 0.01%
+100
129
$11K 0.01%
+3,561
130
$11K 0.01%
+125
131
$9K 0.01%
+107
132
$9K 0.01%
+1,407
133
$5K ﹤0.01%
+300