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
76
$78K 0.29%
296,233
-56,032
77
$77.7K 0.29%
742,016
+177,296
78
$75.8K 0.28%
1,538,817
-248,953
79
$75.7K 0.28%
1,797,503
+94,703
80
$75.7K 0.28%
1,246,729
-95,816
81
$74.9K 0.28%
1,112,124
-244,938
82
$69.4K 0.26%
253,250
83
$68K 0.26%
+446,873
84
$64.6K 0.24%
1,035,901
-740,367
85
$64.6K 0.24%
738,666
+9,954
86
$63.4K 0.24%
344,561
+297,887
87
$62.7K 0.24%
511,577
-46,940
88
$62.5K 0.23%
609,250
89
$61.9K 0.23%
125,555
-19,558
90
$60.3K 0.23%
396,089
+83,332
91
$59.4K 0.22%
542,500
-22,500
92
$59.3K 0.22%
1,142,807
-104,275
93
$58.9K 0.22%
173,921
-38,045
94
$58.6K 0.22%
443,205
-702,711
95
$56.6K 0.21%
1,990,195
-43,290
96
$54.5K 0.2%
754,204
+40,167
97
$52.7K 0.2%
+1,688,044
98
$52.1K 0.2%
351,191
+52,700
99
$52K 0.2%
329,185
-94,669
100
$50.4K 0.19%
294,575
-473,523
2 3
4
5 6