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
201
$6.69M 0.05%
25,461
202
$6.66M 0.05%
70,885
-1,901
203
$6.44M 0.05%
1,041,273
+19,671
204
$6.17M 0.05%
18,428
-2,418
205
$6.13M 0.05%
36,950
-82,409
206
$6.11M 0.05%
19,683
-19,462
207
$5.94M 0.05%
13,854
-2,332
208
$5.73M 0.05%
77,996
-43,236
209
$5.68M 0.05%
76,063
-21,505
210
$5.57M 0.04%
232,000
+218,035
211
$5.37M 0.04%
174,776
+3,125
212
$5.36M 0.04%
10,500
-1,206
213
$5.33M 0.04%
39,889
+6
214
$5.26M 0.04%
48,222
+8,570
215
$5.26M 0.04%
79,872
-56,541
216
$5.25M 0.04%
107,318
-38,310
217
$5.13M 0.04%
16,650
+10,108
218
$5.08M 0.04%
19,708
-394
219
$5.02M 0.04%
483,263
+73,550
220
$4.69M 0.04%
253,668
221
$4.56M 0.04%
+211,681
222
$4.56M 0.04%
+66,570
223
$4.55M 0.04%
152,767
-120,210
224
$4.52M 0.04%
165,399
-86,084
225
$4.21M 0.03%
500,000
7 8
9
10 11