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
101
$50K 0.19%
1,183,652
+207,820
102
$49K 0.18%
1,798,209
103
$46.8K 0.18%
144,814
-4,086
104
$45.8K 0.17%
33,938
+18,955
105
$44.6K 0.17%
350,000
+75,000
106
$42.7K 0.16%
1,547,726
+222,218
107
$40.9K 0.15%
729,518
+168,002
108
$40.6K 0.15%
519,500
-43,000
109
$40.5K 0.15%
433,077
+105,493
110
$40K 0.15%
178,772
-302,418
111
$38.9K 0.15%
553,452
-510,000
112
$38.8K 0.15%
244,968
+20,293
113
$38.6K 0.15%
1,000,000
+277,157
114
$38.5K 0.14%
219,011
+28,958
115
$38.4K 0.14%
615,621
-72,610
116
$37.4K 0.14%
80,760
-19,480
117
$37.3K 0.14%
172,008
118
$37.1K 0.14%
505,386
+3,768
119
$37K 0.14%
1,784,005
+235,104
120
$36.9K 0.14%
2,259,700
+516,703
121
$36.6K 0.14%
526,758
+10,848
122
$36K 0.14%
150,000
+25,000
123
$35K 0.13%
111,212
-24,105
124
$34.9K 0.13%
105,072
125
$34K 0.13%
293,371
3 4
5
6 7