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
176
$17.7K 0.07%
503,086
177
$17.6K 0.07%
435,000
+35,000
178
$17.5K 0.07%
217,101
-503,974
179
$16.9K 0.06%
984,547
+188,487
180
$16.6K 0.06%
+134,864
181
$16.5K 0.06%
6,117,911
-284,498
182
$16.3K 0.06%
100,880
-198,277
183
$16.2K 0.06%
80,989
+28,079
184
$16.2K 0.06%
174,234
-6,288
185
$16.1K 0.06%
263,528
186
$16.1K 0.06%
2,000,000
-623,109
187
$16.1K 0.06%
108,063
+56,241
188
$16K 0.06%
+440,357
189
$15.9K 0.06%
23,788
+10,437
190
$15.5K 0.06%
116,532
-29,468
191
$15.4K 0.06%
325,000
+75,000
192
$15.2K 0.06%
197,937
-32,063
193
$14.8K 0.06%
244,915
194
$14.8K 0.06%
142,754
-31,193
195
$14.5K 0.05%
184,609
+32,518
196
$14.3K 0.05%
561,737
+7,889
197
$14.3K 0.05%
88,615
-308,644
198
$13.5K 0.05%
1,989,199
199
$13.5K 0.05%
137,695
+32,889
200
$13.2K 0.05%
5,486
6 7
8
9 10