PC
Polar Capital Portfolio holdings
AUM
$13.5B
1-Year Return
55.85%
This Quarter Return
+8.75%
1 Year Return
+55.85%
3 Year Return
+125.38%
5 Year Return
+259.12%
10 Year Return
–
AUM
$5.52B
AUM Growth
+$577M
(+12%)
Cap. Flow
+$172M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
22.93%
Holding
313
New
33
Increased
112
Reduced
69
Closed
58
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$98.9M |
| 2 |
Johnson & Johnson
JNJ
|
$96.4M |
| 3 |
Microsoft
MSFT
|
$46.2M |
| 4 |
Bristol-Myers Squibb
BMY
|
$37M |
| 5 |
Boston Scientific
BSX
|
$34.7M |
Top Sells
| 1 |
Pfizer
PFE
|
$75.3M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$62.3M |
| 3 |
Wells Fargo
WFC
|
$36.6M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$32.1M |
| 5 |
Comcast
CMCSA
|
$31.3M |
Sector Composition
| 1 | Healthcare | 24.6% |
| 2 | Technology | 23.7% |
| 3 | Financials | 21.11% |
| 4 | Communication Services | 10.58% |
| 5 | Consumer Discretionary | 6.65% |
