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
26
$177K 0.66%
1,284,580
+28,108
27
$167K 0.63%
3,671,969
+657,087
28
$165K 0.62%
250,732
-123,178
29
$163K 0.61%
979,381
+123,209
30
$162K 0.61%
2,387,490
+2,380,790
31
$162K 0.61%
2,097,857
-170,417
32
$154K 0.58%
1,119,985
+362,143
33
$134K 0.5%
790,353
-109,151
34
$133K 0.5%
+1,077,938
35
$129K 0.48%
743,870
+194,760
36
$127K 0.48%
+240,466
37
$127K 0.48%
1,220,030
+140,637
38
$126K 0.47%
1,225,977
+334,838
39
$123K 0.46%
100,050
-9,100
40
$123K 0.46%
4,527,306
+1,309,176
41
$121K 0.45%
+3,714,635
42
$116K 0.43%
1,000,000
43
$114K 0.43%
525,667
+432,211
44
$112K 0.42%
410,264
-538
45
$109K 0.41%
163,300
-14,500
46
$107K 0.4%
170,000
47
$106K 0.4%
1,930,782
+132,252
48
$104K 0.39%
645,140
-121,804
49
$103K 0.39%
501,791
-71,203
50
$102K 0.38%
652,538
-46,500
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