PC

Polar Capital Portfolio holdings

AUM $13.5B
1-Year Est. Return 55.85%
This Quarter Est. Return
1 Year Est. Return
+55.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.77B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$43.2M
3
+$35.4M
4
PEP icon
PepsiCo
PEP
+$31.8M
5
DOX icon
Amdocs
DOX
+$26.4M

Top Sells

1
+$40.6M
2
+$30M
3
+$28.1M
4
MCD icon
McDonald's
MCD
+$27.7M
5
WBA
Walgreens Boots Alliance
WBA
+$25.2M

Sector Composition

1 Technology 25.27%
2 Financials 21.96%
3 Healthcare 19.42%
4 Communication Services 11.16%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$599K 0.01%
+8,000
227
$587K 0.01%
39,845
-777,350
228
$495K 0.01%
+4,415
229
$465K 0.01%
8,137
+3,466
230
$445K 0.01%
10,103
+922
231
$433K 0.01%
15,659
+2,255
232
$392K 0.01%
+1,655
233
$364K 0.01%
+7,419
234
$361K 0.01%
14,734
+2,898
235
$359K 0.01%
+24,300
236
$344K 0.01%
+16,613
237
$329K 0.01%
+4,964
238
$327K 0.01%
7,623
-338,604
239
$317K 0.01%
23,600
-1,634
240
$315K 0.01%
30,775
-92,151
241
$286K 0.01%
3,965
-2,299
242
$268K 0.01%
+7,879
243
$268K 0.01%
8,470
244
$266K 0.01%
5,556
-2,837
245
$254K 0.01%
4,405
246
$239K 0.01%
+11,299
247
$213K ﹤0.01%
+8,609
248
$209K ﹤0.01%
13,681
+3,292
249
$184K ﹤0.01%
+946
250
$122K ﹤0.01%
+14,492
8 9
10
11 12