PCH

Polar Capital Holdings Portfolio holdings

AUM $21.9B
1-Year Est. Return 83.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+83.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.1B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$154M
3
+$140M
4
STX icon
Seagate
STX
+$113M
5
LRCX icon
Lam Research
LRCX
+$110M

Top Sells

1
+$170M
2
+$128M
3
+$124M
4
META icon
Meta Platforms (Facebook)
META
+$108M
5
TEAM icon
Atlassian
TEAM
+$81.3M

Sector Composition

1 Technology 46.37%
2 Financials 18.22%
3 Healthcare 13.07%
4 Communication Services 10.56%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.89M 0.02%
25,977
-1,340
227
$3.72M 0.02%
189,179
+14,887
228
$3.42M 0.02%
3,257
-6,915
229
$3.4M 0.02%
29,539
+190
230
$3.36M 0.02%
210,235
-375,516
231
$3.12M 0.02%
250,000
232
$2.91M 0.02%
+9,000
233
$2.56M 0.01%
16,619
234
$2.56M 0.01%
35,000
-1,500
235
$2.48M 0.01%
5,098
236
$2.48M 0.01%
+13,750
237
$2.29M 0.01%
5,970
238
$1.82M 0.01%
51,195
-123,928
239
$1.47M 0.01%
20,000
+1,500
240
$373K ﹤0.01%
+4,000
241
$256K ﹤0.01%
+1,900
242
$215K ﹤0.01%
12,146
-250
243
$212K ﹤0.01%
750
-6,100
244
$208K ﹤0.01%
1,350
-48,423
245
$202K ﹤0.01%
1,200
-400
246
$106K ﹤0.01%
21,250
+2,950
247
$94.4K ﹤0.01%
18,250
+6,750
248
$37.5K ﹤0.01%
17,665
-18,135
249
$19.1K ﹤0.01%
13,540
250
– –
-5,582
8 9
10
11 12