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
51
$26.4M 0.55%
+576,197
52
$26.2M 0.55%
630,333
+140,333
53
$26.1M 0.55%
265,969
+17,308
54
$26M 0.55%
197,132
+11,377
55
$25.4M 0.53%
76,886
+75,180
56
$25.4M 0.53%
555,242
+32,046
57
$24.3M 0.51%
265,955
-52,139
58
$24.3M 0.51%
38,150
-5,100
59
$24.3M 0.51%
58,000
-8,000
60
$23.8M 0.5%
347,633
-53,527
61
$23.7M 0.5%
412,422
-15,412
62
$23.7M 0.5%
292,734
-34,326
63
$23.3M 0.49%
1,442,880
-849,120
64
$23.2M 0.49%
460,870
65
$23.2M 0.49%
623,851
+151,218
66
$23.2M 0.49%
3,101,310
-84,510
67
$23M 0.48%
414,334
+48,349
68
$23M 0.48%
265,743
-19,916
69
$21.7M 0.46%
+60,237
70
$21.5M 0.45%
416,715
+315,765
71
$21.3M 0.45%
109,603
+18,600
72
$20.8M 0.44%
+405,000
73
$20.6M 0.43%
246,731
-115,623
74
$20.5M 0.43%
770,923
-6,077
75
$20.4M 0.43%
217,686
+22,484
1 2
3
4 5