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
$12.5B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$59.7M
3
+$55M
4
SHOP icon
Shopify
SHOP
+$52.1M
5
V icon
Visa
V
+$51.2M

Top Sells

1
+$91.8M
2
+$73.3M
3
+$60.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$50.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$48.1M

Sector Composition

1 Technology 36.52%
2 Healthcare 24.95%
3 Financials 23.66%
4 Communication Services 4.6%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.5M 0.13%
102,051
+72,533
152
$16.1M 0.13%
722,318
+411,749
153
$15.9M 0.13%
+40,786
154
$15.8M 0.13%
7,863
+2,104
155
$15.8M 0.13%
129,451
+81,168
156
$15.6M 0.12%
754,214
+14,248
157
$15.4M 0.12%
630,406
+276,974
158
$15.1M 0.12%
233,444
+11,653
159
$15M 0.12%
60,981
+1,152
160
$14.9M 0.12%
471,315
-46,961
161
$14.6M 0.12%
151,487
-14,325
162
$14.5M 0.12%
131,432
-57,940
163
$13.9M 0.11%
67,155
+1,269
164
$13.8M 0.11%
87,376
-737
165
$12.9M 0.1%
341,259
+6,447
166
$12.6M 0.1%
1,315,470
167
$12.3M 0.1%
177,765
-114,056
168
$11.8M 0.09%
476,765
-35,207
169
$11.6M 0.09%
750,000
+250,000
170
$11.5M 0.09%
388,099
171
$11.4M 0.09%
22,309
-20,612
172
$11.4M 0.09%
24,561
+71
173
$11.3M 0.09%
1,263,825
-29,845
174
$11.3M 0.09%
626,773
+2,283
175
$10.8M 0.09%
221,993
+5,411
5 6
7
8 9