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
151
$24.2K 0.09%
691,818
152
$24K 0.09%
231,291
153
$23.9K 0.09%
178,304
-40,028
154
$23.8K 0.09%
274,607
+64,584
155
$23.5K 0.09%
143,012
156
$22.6K 0.08%
2,794,673
157
$22.5K 0.08%
217,132
-68,911
158
$22.3K 0.08%
1,377,671
+222,710
159
$21.6K 0.08%
251,993
-23,078
160
$21.5K 0.08%
146,250
+33,881
161
$21K 0.08%
153,523
162
$20.9K 0.08%
1,120,764
-244,384
163
$20.8K 0.08%
+129,858
164
$20.4K 0.08%
330,623
-57,273
165
$20.1K 0.08%
1,315,470
+250,000
166
$20.1K 0.08%
954,175
-256,523
167
$20K 0.08%
57,387
+2,245
168
$19.7K 0.07%
180,302
+135,090
169
$19.5K 0.07%
188,040
170
$19.4K 0.07%
181,315
+71,778
171
$19.2K 0.07%
406,411
+82,375
172
$18.3K 0.07%
+627,945
173
$18.1K 0.07%
+43,713
174
$18K 0.07%
27,400
+12,900
175
$17.8K 0.07%
124,521
-80,433
5 6
7
8 9