PCH

Polar Capital Holdings Portfolio holdings

AUM $20.7B
1-Year Est. Return 81.27%
This Quarter Est. Return
1 Year Est. Return
+81.27%
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
126
$33.2K 0.12%
241,290
+65,910
127
$32.6K 0.12%
397,760
+42,110
128
$32.3K 0.12%
391,632
-759,836
129
$32.2K 0.12%
104,039
130
$31.5K 0.12%
904,733
131
$31.1K 0.12%
1,859,817
+314,392
132
$31K 0.12%
369,329
-148,383
133
$30.8K 0.12%
550,000
134
$30.8K 0.12%
196,342
+53,038
135
$30.7K 0.12%
1,315,352
-181,269
136
$30.4K 0.11%
1,200,000
137
$29.4K 0.11%
125,499
+13,988
138
$28.2K 0.11%
+397,823
139
$28.2K 0.11%
59,751
+11,750
140
$27.3K 0.1%
613,389
+89,662
141
$27K 0.1%
920,810
-240,090
142
$26.8K 0.1%
250,000
+150,000
143
$26.7K 0.1%
153,450
144
$26.7K 0.1%
+1,527,273
145
$26.2K 0.1%
+185,937
146
$26.1K 0.1%
488,369
+478,173
147
$25.9K 0.1%
900,000
148
$25K 0.09%
427,500
149
$24.7K 0.09%
36,952
+6,704
150
$24.3K 0.09%
750,000
4 5
6
7 8