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
76
$30.2M 0.45%
606,453
+73,860
77
$29.3M 0.44%
339,081
-42,588
78
$29.1M 0.44%
807,694
-1,608,261
79
$29.1M 0.44%
177,232
-2,227
80
$29M 0.43%
+971,049
81
$28.5M 0.43%
228,000
+30,000
82
$28.5M 0.43%
473,809
-5,567
83
$27.4M 0.41%
312,915
+66,182
84
$27M 0.4%
1,296,371
85
$26.7M 0.4%
1,218,728
+36,300
86
$26.6M 0.4%
501,700
+19,200
87
$26.2M 0.39%
+313,630
88
$25.8M 0.39%
1,568,423
+172,752
89
$25.7M 0.39%
167,496
-2,146
90
$25.5M 0.38%
899,428
-1,005
91
$25.3M 0.38%
210,100
+29,100
92
$25.3M 0.38%
204,864
-75,660
93
$23.7M 0.35%
297,270
-60,289
94
$23.6M 0.35%
401,855
-5,148
95
$23.6M 0.35%
793,380
96
$23.2M 0.35%
93,424
-28,567
97
$23.2M 0.35%
1,018,380
+143,140
98
$23.2M 0.35%
1,806,940
+219,900
99
$22.9M 0.34%
1,711,091
+485,602
100
$22.7M 0.34%
386,074
-68,056
2 3
4
5 6