PCH

Polar Capital Holdings Portfolio holdings

AUM $21.9B
1-Year Est. Return 83.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+83.22%
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
+$186M
2
+$154M
3
+$140M
4
STX icon
Seagate
STX
+$113M
5
LRCX icon
Lam Research
LRCX
+$110M

Top Sells

1
+$170M
2
+$128M
3
+$124M
4
META icon
Meta Platforms (Facebook)
META
+$108M
5
TEAM icon
Atlassian
TEAM
+$81.3M

Sector Composition

1 Technology 46.37%
2 Financials 18.22%
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
151
$18M 0.09%
233,000
-752,171
152
$18M 0.09%
50,340
+15,592
153
$17.3M 0.09%
1,049,293
+23,278
154
$17.3M 0.09%
235,030
-4,435
155
$17M 0.09%
66,373
+2,237
156
$16.8M 0.09%
32,992
+2,673
157
$16.6M 0.09%
218,531
+2,933
158
$16.5M 0.09%
179,958
-20,334
159
$16.3M 0.09%
306,932
+10,715
160
$16M 0.08%
654,168
+52,444
161
$15.8M 0.08%
53,647
-151,094
162
$15M 0.08%
67,503
+8,658
163
$14.6M 0.08%
432,787
+242,592
164
$14M 0.07%
231,282
+3,104
165
$13.9M 0.07%
+86,756
166
$13.8M 0.07%
1,225,000
-1,275,000
167
$13.7M 0.07%
2,109,177
-240,823
168
$13.7M 0.07%
142,771
+20,064
169
$13.7M 0.07%
97,799
-30,506
170
$13.4M 0.07%
161,350
+2,165
171
$13.1M 0.07%
+1,000,000
172
$13M 0.07%
170,417
-875,048
173
$12.8M 0.07%
76,328
-108,293
174
$12.8M 0.07%
975,000
+725,000
175
$12.3M 0.06%
22,070
-125,036
5 6
7
8 9