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
51
$72.9M 0.58%
444,141
+85,688
52
$72.5M 0.58%
640,366
-194,590
53
$70.7M 0.56%
297,500
+182,500
54
$70.5M 0.56%
248,969
-75,415
55
$69.5M 0.55%
2,309,311
+175,291
56
$69.4M 0.55%
483,584
+79,410
57
$69.1M 0.55%
1,550,000
+101,066
58
$68.4M 0.54%
257,611
+142,083
59
$68.2M 0.54%
1,500,005
+493,962
60
$66.7M 0.53%
201,923
-20,976
61
$64.3M 0.51%
242,826
-147,004
62
$63.8M 0.51%
361,186
+36,382
63
$63M 0.5%
247,586
64
$62.3M 0.5%
571,504
+548,140
65
$61.3M 0.49%
1,355,556
+311,357
66
$60.7M 0.48%
+1,764,868
67
$60.1M 0.48%
113,445
-44,676
68
$59.4M 0.47%
447,642
+3,651
69
$58.8M 0.47%
2,251,442
+984,246
70
$58.4M 0.47%
485,486
-500,701
71
$57.1M 0.45%
1,375,000
+225,000
72
$56.3M 0.45%
1,093,653
-220,777
73
$55.6M 0.44%
152,053
+38,915
74
$55M 0.44%
+2,264,255
75
$55M 0.44%
1,050,000
1 2
3
4 5