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
201
$13K 0.05%
130,458
-437,951
202
$13K 0.05%
47,040
203
$12.8K 0.05%
18,913
+2,023
204
$12.8K 0.05%
211,054
+33,532
205
$12.5K 0.05%
103,983
-23,232
206
$12.3K 0.05%
34,259
+1,193
207
$12.3K 0.05%
94,583
+9,338
208
$11.9K 0.04%
127,718
+8,878
209
$11.6K 0.04%
43,257
+8,361
210
$11.3K 0.04%
5,000,000
+2,500,000
211
$11.2K 0.04%
233,187
-374,733
212
$11.2K 0.04%
258,689
-1,751,801
213
$11.1K 0.04%
61,084
214
$11K 0.04%
125,000
215
$11K 0.04%
228,642
216
$10.6K 0.04%
233,964
+1,136
217
$10.5K 0.04%
81,078
-1,753
218
$10.4K 0.04%
303,429
+84,493
219
$10.2K 0.04%
95,024
+17,761
220
$9.46K 0.04%
452,594
+143,279
221
$9.38K 0.04%
34,762
-1,241
222
$9.22K 0.03%
195,869
-24,828
223
$8.85K 0.03%
500,000
-250,000
224
$8.69K 0.03%
+130,614
225
$8.66K 0.03%
57,237
+41,905
7 8
9
10 11