PCH

Polar Capital Holdings Portfolio holdings

AUM $20.7B
1-Year Est. Return 81.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+81.27%
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
326
– –
-3,892
327
– –
-3,329
328
– –
-3,444
329
– –
-1,872,236
330
– –
-6,530
331
– –
-10,415
332
– –
-102,123
333
– –
-15,230
334
– –
-2,176
335
– –
-11,844
336
– –
-46,585
337
– –
-24,550
338
– –
-46,296
339
– –
-18,637
340
– –
-2,694
341
– –
-4,672
342
– –
-12,724
343
– –
-12,951
344
– –
-28,009
345
– –
-54,465
346
– –
-2,093
347
– –
-9,107
348
– –
-5,398
349
– –
-40,792
350
– –
-471
12 13
14
15 16