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
76
$20.3M 0.43%
561,836
+94,602
77
$20.2M 0.42%
274,115
-120,692
78
$19.5M 0.41%
124,710
+14,055
79
$19.4M 0.41%
360,213
-64,787
80
$19.3M 0.41%
162,876
-51,028
81
$19.1M 0.4%
374,373
+105,925
82
$19M 0.4%
626,800
-73,200
83
$18.7M 0.39%
413,336
-32,704
84
$18.7M 0.39%
801,989
+88,971
85
$18.6M 0.39%
320,000
-40,000
86
$18.3M 0.38%
328,000
-94,236
87
$17.9M 0.38%
288,502
-78,909
88
$17.9M 0.37%
1,092,096
-438,456
89
$17.2M 0.36%
214,975
-28,800
90
$17.2M 0.36%
353,973
-84,607
91
$17.1M 0.36%
659,774
+404,610
92
$16.8M 0.35%
291,037
-398,254
93
$16.8M 0.35%
335,653
-145,000
94
$16.3M 0.34%
1,139,351
+44,665
95
$16.1M 0.34%
2,923,968
+1,505,568
96
$15.8M 0.33%
+838,242
97
$15.7M 0.33%
479,967
-39,431
98
$15.6M 0.33%
94,133
-13,144
99
$15.6M 0.33%
400,000
-87,524
100
$15.3M 0.32%
962,084
+656,882
2 3
4
5 6