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
251
$4.46K 0.02%
15,534
+1,328
252
$4.46K 0.02%
11,539
+10,871
253
$4.44K 0.02%
287,850
+200,000
254
$4.22K 0.02%
17,882
-1,971
255
$4.18K 0.02%
44,930
+2,400
256
$3.96K 0.01%
13,544
257
$3.91K 0.01%
26,662
-33,930
258
$3.78K 0.01%
43,371
-5,143
259
$3.78K 0.01%
46,647
+8,647
260
$3.5K 0.01%
+124,146
261
$3.43K 0.01%
+42,130
262
$3.4K 0.01%
35,735
-125,000
263
$3.18K 0.01%
+14,993
264
$3.12K 0.01%
106,436
+19,285
265
$3.01K 0.01%
95,049
+89,349
266
$2.98K 0.01%
63,315
-7,185
267
$2.93K 0.01%
12,518
+11,168
268
$2.92K 0.01%
34,287
+4,472
269
$2.92K 0.01%
18,656
-245,794
270
$2.89K 0.01%
+36,580
271
$2.88K 0.01%
43,873
272
$2.83K 0.01%
85,500
-52,462
273
$2.57K 0.01%
75,382
-63,986
274
$2.53K 0.01%
+23,961
275
$2.43K 0.01%
+8,656
9 10
11
12 13