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
$6.56B
AUM Growth
+$654M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$55.9M
3
+$54.7M
4
WFC icon
Wells Fargo
WFC
+$51M
5
KEX icon
Kirby Corp
KEX
+$49.4M

Top Sells

1
+$58M
2
+$42.2M
3
+$34.1M
4
TEL icon
TE Connectivity
TEL
+$25.2M
5
CRUS icon
Cirrus Logic
CRUS
+$25M

Sector Composition

1 Financials 24.54%
2 Healthcare 22.48%
3 Technology 21.11%
4 Communication Services 11.11%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.9M 0.58%
1,565,000
52
$37.7M 0.56%
457,009
+7,050
53
$37.2M 0.56%
432,379
+117,224
54
$37.1M 0.56%
728,933
+55,828
55
$37M 0.55%
440,000
+365,000
56
$36.9M 0.55%
1,501,704
+372,679
57
$36.6M 0.55%
459,428
-5,789
58
$36M 0.54%
810,000
-450,000
59
$35.5M 0.53%
281,766
+94,997
60
$34.6M 0.52%
262,500
+82,500
61
$33.9M 0.51%
957,718
-77,933
62
$33.9M 0.51%
488,472
+84,278
63
$33.3M 0.5%
+731,210
64
$32.5M 0.49%
1,554,188
+121,500
65
$32.5M 0.49%
362,708
+2,065
66
$32.3M 0.48%
1,110,000
-75,000
67
$32.3M 0.48%
1,280,971
-469,029
68
$31.8M 0.48%
2,055,369
+322,766
69
$31.6M 0.47%
556,715
-100,830
70
$31.5M 0.47%
543,524
+181,450
71
$31.4M 0.47%
217,100
+16,900
72
$31.2M 0.47%
3,778,144
-46,400
73
$30.9M 0.46%
510,695
+39,729
74
$30.5M 0.46%
240,300
-4,800
75
$30.4M 0.46%
775,000
+296,000
1 2
3
4 5