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
101
$15.3M 0.32%
348,100
-46,400
102
$15.2M 0.32%
143,807
+28,807
103
$15.2M 0.32%
220,063
+7,695
104
$14.9M 0.31%
2,603,386
+348,733
105
$14.8M 0.31%
628,600
-175,116
106
$14.5M 0.3%
450,000
-208,618
107
$14.2M 0.3%
252,461
+136,383
108
$14.1M 0.29%
650,976
-135,033
109
$14M 0.29%
189,939
+6,135
110
$14M 0.29%
1,001,885
+417,508
111
$13.9M 0.29%
115,494
-5,411
112
$13.8M 0.29%
857,000
-119,000
113
$13.6M 0.28%
346,200
-33,800
114
$13.5M 0.28%
671,612
+13,596
115
$13.4M 0.28%
64,364
+8,696
116
$13.3M 0.28%
689,780
+112,738
117
$13.3M 0.28%
935,888
-132,300
118
$12.8M 0.27%
473,346
+15,452
119
$12.7M 0.27%
875,000
-25,000
120
$12.7M 0.27%
96,658
+2,214
121
$12.6M 0.26%
500,000
+135,454
122
$12.5M 0.26%
78,154
+75,650
123
$12.4M 0.26%
456,625
-109,745
124
$12.2M 0.26%
111,551
-17,177
125
$12.2M 0.26%
353,952
+175,690
3 4
5
6 7