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
$19.1B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$201M
3
+$178M
4
STX icon
Seagate
STX
+$158M
5
LITE icon
Lumentum
LITE
+$141M

Top Sells

1
+$162M
2
+$143M
3
+$129M
4
ESTC icon
Elastic
ESTC
+$124M
5
GLW icon
Corning
GLW
+$87.7M

Sector Composition

1 Technology 46.54%
2 Financials 18.05%
3 Healthcare 13.07%
4 Communication Services 10.56%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
126
Analog Devices
ADI
$119B
$24M 0.13%
100,652
+4,485
DOCS icon
127
Doximity
DOCS
$12.7B
$23.5M 0.12%
383,636
-287,000
BOW
128
Bowhead Specialty Holdings
BOW
$886M
$23.5M 0.12%
625,000
+75,000
AXP icon
129
American Express
AXP
$239B
$23.4M 0.12%
73,447
-1,494
ATR icon
130
AptarGroup
ATR
$8.52B
$23.4M 0.12%
149,701
-2,820
APLS icon
131
Apellis Pharmaceuticals
APLS
$3.1B
$23.4M 0.12%
1,352,175
-225,000
ELV icon
132
Elevance Health
ELV
$78.5B
$22.1M 0.12%
56,774
+762
PCRX icon
133
Pacira BioSciences
PCRX
$1.03B
$21.8M 0.11%
+910,455
MCK icon
134
McKesson
MCK
$97.8B
$21.7M 0.11%
29,589
-20,297
CAT icon
135
Caterpillar
CAT
$247B
$21.7M 0.11%
55,836
+20,063
ECL icon
136
Ecolab
ECL
$78.5B
$21.6M 0.11%
80,223
+4,331
APGE icon
137
Apogee Therapeutics
APGE
$3.73B
$21.5M 0.11%
495,000
-55,000
SMMT icon
138
Summit Therapeutics
SMMT
$15.6B
$21.3M 0.11%
+1,000,000
PODD icon
139
Insulet
PODD
$22.4B
$21.2M 0.11%
67,565
-17,854
TOST icon
140
Toast
TOST
$21.9B
$21M 0.11%
474,963
-499,135
QCOM icon
141
Qualcomm
QCOM
$176B
$20.7M 0.11%
130,264
+1,748
DOX icon
142
Amdocs
DOX
$9.12B
$20.6M 0.11%
225,932
+3,032
BAC icon
143
Bank of America
BAC
$376B
$20.2M 0.11%
425,971
-333,153
RARE icon
144
Ultragenyx Pharmaceutical
RARE
$3.14B
$20M 0.1%
551,383
-100,000
EW icon
145
Edwards Lifesciences
EW
$43.8B
$19.9M 0.1%
+254,678
FWONK icon
146
Liberty Media Series C
FWONK
$24.7B
$19.1M 0.1%
182,950
+2,455
MNDY icon
147
monday.com
MNDY
$9.36B
$18.6M 0.1%
58,991
-35,050
DE icon
148
Deere & Co
DE
$124B
$18.3M 0.1%
36,077
+2,132
BRKR icon
149
Bruker
BRKR
$5.61B
$18.3M 0.1%
443,491
+105,275
AGCO icon
150
AGCO
AGCO
$8.03B
$18M 0.09%
+174,819
4 5
6
7 8