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
276
– –
-157,469
277
– –
-24,490,200
278
– –
-26,800
279
– –
-215,907
280
– –
-339,285
281
– –
-238,082
282
– –
-1,096,926
283
– –
-2,495
284
– –
-139,314
285
– –
-3,084
8 9 10 11
12