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
401
$184 ﹤0.01%
+1,103
402
$171 ﹤0.01%
+4,520
403
$170 ﹤0.01%
+523
404
$166 ﹤0.01%
+10,573
405
$165 ﹤0.01%
+13,737
406
$151 ﹤0.01%
+25,064
407
$149 ﹤0.01%
+957
408
$113 ﹤0.01%
21,813
+5,178
409
$97 ﹤0.01%
+13,759
410
$96 ﹤0.01%
+20,747
411
$94 ﹤0.01%
+1,812
412
$90 ﹤0.01%
+14,120
413
$90 ﹤0.01%
+24,669
414
$80 ﹤0.01%
+10,359
415
$79 ﹤0.01%
+544
416
$72 ﹤0.01%
+66
417
$70 ﹤0.01%
+1,353
418
$63 ﹤0.01%
+420
419
$57 ﹤0.01%
+931
420
$54 ﹤0.01%
+573
421
$49 ﹤0.01%
+1,841
422
$28 ﹤0.01%
+12,139
423
– –
-40,867
424
– –
-83,315
425
– –
-32,916
15 16
17
18 19