PC
Polar Capital Portfolio holdings
AUM
$13.5B
1-Year Return
55.85%
This Quarter Return
+4.19%
1 Year Return
+55.85%
3 Year Return
+125.38%
5 Year Return
+259.12%
10 Year Return
–
AUM
$4.38B
AUM Growth
+$173M
(+4.1%)
Cap. Flow
+$57.2M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
17.34%
Holding
313
New
35
Increased
107
Reduced
82
Closed
58
Top Buys
| 1 |
IQVIA
IQV
|
$26.8M |
| 2 |
Microsoft
MSFT
|
$25.2M |
| 3 |
Pfizer
PFE
|
$23.6M |
| 4 |
eBay
EBAY
|
$22.7M |
| 5 |
Brookdale Senior Living
BKD
|
$21.8M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$132M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$22.4M |
| 3 |
AbbVie
ABBV
|
$21.8M |
| 4 |
Apple
AAPL
|
$19.7M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$19M |
Sector Composition
| 1 | Technology | 25.86% |
| 2 | Healthcare | 22.73% |
| 3 | Financials | 22.45% |
| 4 | Consumer Discretionary | 7.43% |
| 5 | Communication Services | 6.37% |
