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
$5.52B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$98.9M
2
+$96.4M
3
+$46.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$37M
5
BSX icon
Boston Scientific
BSX
+$34.7M

Top Sells

1
+$75.3M
2
+$62.3M
3
+$36.6M
4
WBA
Walgreens Boots Alliance
WBA
+$32.1M
5
CMCSA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$573K 0.01%
9,309
-8,743
227
$548K 0.01%
50,717
+26,622
228
$540K 0.01%
+8,727
229
$531K 0.01%
+30,649
230
$520K 0.01%
14,595
-6,738
231
$485K 0.01%
4,076
+302
232
$446K 0.01%
783
233
$418K 0.01%
+26,348
234
$416K 0.01%
8,682
+410
235
$409K 0.01%
22,608
+3,597
236
$361K 0.01%
4,547
-2,587
237
$342K 0.01%
34,061
-33,509
238
$333K 0.01%
+25,000
239
$328K 0.01%
+35,000
240
$311K 0.01%
17,317
241
$283K 0.01%
+20,342
242
$265K ﹤0.01%
19,593
+5,300
243
$260K ﹤0.01%
30,000
-5,000
244
$234K ﹤0.01%
14,950
245
$180K ﹤0.01%
100,000
+73,537
246
$104K ﹤0.01%
+44
247
– –
-36,975
248
– –
-1,748
249
– –
-14,316
250
– –
0
8 9
10
11 12