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
$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
51
$101K 0.38%
337,500
-38,750
52
$101K 0.38%
413,481
-32,007
53
$99.4K 0.37%
602,682
-37,926
54
$98.9K 0.37%
2,172,000
-123,500
55
$98.7K 0.37%
388,235
-281,933
56
$97.9K 0.37%
2,674,688
-180,000
57
$92.6K 0.35%
456,514
+98,786
58
$92K 0.35%
966,626
-100,000
59
$90.8K 0.34%
535,631
+11,919
60
$90.4K 0.34%
2,127,059
+161,572
61
$88.6K 0.33%
278,449
-6,534
62
$88K 0.33%
175,292
-7,163
63
$87.9K 0.33%
2,096,948
+125,884
64
$85.7K 0.32%
238,396
+43,474
65
$85.4K 0.32%
242,499
-78,222
66
$84.4K 0.32%
1,090,348
-515,054
67
$84.4K 0.32%
908,328
+33,621
68
$83.7K 0.31%
1,857,166
-358,569
69
$83K 0.31%
536,748
+74,000
70
$82.3K 0.31%
375,000
+75,000
71
$82.3K 0.31%
797,585
+712,710
72
$80.5K 0.3%
4,402,147
+330,179
73
$80K 0.3%
267,531
+3,781
74
$78.8K 0.3%
931,494
-98,399
75
$78.5K 0.29%
103,896
+1,950
1 2
3
4 5