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
$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
1
$5.57M 20.9%
262,157
-9,770
2
$1.27M 4.78%
3,784,778
+148,018
3
$894K 3.36%
5,036,885
-119,915
4
$659K 2.47%
4,555,820
+170,900
5
$611K 2.29%
4,216,480
+72,940
6
$524K 1.97%
17,823,960
-5,992,240
7
$479K 1.8%
3,328,986
-191,236
8
$466K 1.75%
1,384,146
-408,296
9
$410K 1.54%
2,457,200
+897,760
10
$291K 1.09%
3,325,125
-853,978
11
$266K 1%
2,353,246
+1,019,470
12
$263K 0.99%
405,377
+19,744
13
$259K 0.97%
+7,195,912
14
$246K 0.92%
5,523,395
-339,928
15
$240K 0.9%
2,571,757
+515,267
16
$215K 0.8%
4,561,998
+715,253
17
$205K 0.77%
1,118,571
+196,500
18
$204K 0.77%
1,296,174
-129,612
19
$200K 0.75%
1,032,232
-87,164
20
$192K 0.72%
337,706
-173,566
21
$190K 0.71%
315,466
+303,009
22
$184K 0.69%
1,060,000
-140,500
23
$182K 0.68%
423,801
+279,384
24
$179K 0.67%
798,893
+674,052
25
$177K 0.66%
1,644,241
+154,359
1
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