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
26
$46.6M 0.98%
389,240
+12,483
27
$46.5M 0.97%
+750,164
28
$45.3M 0.95%
447,157
-84,124
29
$44.9M 0.94%
511,705
+4,030
30
$42.9M 0.9%
1,253,052
+323,470
31
$42.4M 0.89%
1,810,484
+1,059,028
32
$40.7M 0.85%
862,461
+259,955
33
$37.9M 0.79%
1,123,936
+69,304
34
$37.9M 0.79%
173,744
-16,747
35
$35.8M 0.75%
539,332
+116,610
36
$35M 0.73%
914,526
-26,788
37
$34.1M 0.72%
233,257
+13,462
38
$32.4M 0.68%
618,200
-57,800
39
$32.3M 0.68%
1,281,534
+71,758
40
$31.8M 0.67%
+341,119
41
$31.4M 0.66%
420,565
-96,392
42
$30.6M 0.64%
221,600
-30,400
43
$30.5M 0.64%
405,359
-539,362
44
$29.7M 0.62%
123,000
+33,000
45
$29.3M 0.61%
529,131
-60,986
46
$29.1M 0.61%
57,170
+3,299
47
$28.7M 0.6%
303,297
+44,486
48
$27.8M 0.58%
519,339
-66,819
49
$27M 0.57%
276,388
+241,377
50
$26.5M 0.56%
411,218
+55,000
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