PCH

Polar Capital Holdings Portfolio holdings

AUM $20.7B
1-Year Est. Return 81.27%
This Quarter Est. Return
1 Year Est. Return
+81.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.9M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$183K
3
+$162K
4
OKTA icon
Okta
OKTA
+$151K
5
AMZN icon
Amazon
AMZN
+$150K

Top Sells

1
+$208K
2
+$197K
3
+$176K
4
META icon
Meta Platforms (Facebook)
META
+$137K
5
ADBE icon
Adobe
ADBE
+$98.4K

Sector Composition

1 Technology 34.49%
2 Industrials 23.75%
3 Healthcare 15.89%
4 Communication Services 9.97%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.36K 0.03%
81,401
-65,019
227
$8.19K 0.03%
130,306
+48,969
228
$8.17K 0.03%
146,379
-104,077
229
$7.82K 0.03%
205,061
-19,095
230
$7.75K 0.03%
199,345
+36,579
231
$7.5K 0.03%
96,450
+10,070
232
$7.32K 0.03%
41,191
-35,827
233
$7.16K 0.03%
13,539
+536
234
$6.93K 0.03%
173,053
-18,313
235
$6.59K 0.02%
17,280
-32,668
236
$6.46K 0.02%
28,717
+2,495
237
$6.28K 0.02%
46,376
238
$6.21K 0.02%
48,527
+3,211
239
$6.01K 0.02%
14,972
+4,585
240
$5.88K 0.02%
28,490
-5,866
241
$5.48K 0.02%
153,289
+51,954
242
$5.42K 0.02%
255,972
-5,000
243
$5.19K 0.02%
58,527
-32,512
244
$5.11K 0.02%
99,644
-26,606
245
$5.07K 0.02%
275,000
-248
246
$4.85K 0.02%
236,714
-46,421
247
$4.8K 0.02%
91,735
248
$4.8K 0.02%
95,340
+88,140
249
$4.67K 0.02%
14,206
-142,222
250
$4.46K 0.02%
235,942
8 9
10
11 12