PCH

Polar Capital Holdings Portfolio holdings

AUM $19.1B
1-Year Est. Return 55.52%
This Quarter Est. Return
1 Year Est. Return
+55.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$59.7M
3
+$55M
4
SHOP icon
Shopify
SHOP
+$52.1M
5
V icon
Visa
V
+$51.2M

Top Sells

1
+$91.8M
2
+$73.3M
3
+$60.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$50.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$48.1M

Sector Composition

1 Technology 36.52%
2 Healthcare 24.95%
3 Financials 23.66%
4 Communication Services 4.6%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$585K ﹤0.01%
25,765
+6,635
252
$575K ﹤0.01%
2,650
-20,238
253
$539K ﹤0.01%
5,750
254
$538K ﹤0.01%
12,436
-4,808
255
$521K ﹤0.01%
3,300
-7,911
256
$509K ﹤0.01%
12,547
257
$491K ﹤0.01%
27,855
258
$486K ﹤0.01%
12,595
259
$483K ﹤0.01%
8,606
-2,942
260
$479K ﹤0.01%
11,296
-6,201
261
$453K ﹤0.01%
14,558
262
$423K ﹤0.01%
2,500
263
$405K ﹤0.01%
14,552
-538,466
264
$404K ﹤0.01%
8,000
-13,522
265
$367K ﹤0.01%
18,450
-181,061
266
$357K ﹤0.01%
6,900
267
$323K ﹤0.01%
5,540
268
$315K ﹤0.01%
13,398
-35,587
269
$306K ﹤0.01%
+4,475
270
$283K ﹤0.01%
26,640
271
$279K ﹤0.01%
3,917
-83,024
272
$274K ﹤0.01%
3,768
+478
273
$261K ﹤0.01%
18,661
-4,349
274
$215K ﹤0.01%
+4,335
275
$159K ﹤0.01%
76,687
9 10
11
12 13