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
101
$22.2M 0.33%
420,500
+69,500
102
$21.6M 0.32%
374,692
-18,900
103
$21.3M 0.32%
280,872
-152,844
104
$21.3M 0.32%
145,124
-1,931
105
$21.2M 0.32%
1,393,330
-168,821
106
$21.1M 0.32%
422,624
-179,592
107
$21M 0.31%
589,663
-91,262
108
$21M 0.31%
348,300
+21,800
109
$20M 0.3%
+235,206
110
$19.9M 0.3%
160,000
111
$19.9M 0.3%
750,000
+212,412
112
$19.4M 0.29%
241,116
-37,969
113
$19.4M 0.29%
7,108,640
-300,000
114
$19.2M 0.29%
474,024
+50,000
115
$18.8M 0.28%
109,177
+7,859
116
$18.4M 0.28%
1,127,390
+227,180
117
$18.2M 0.27%
18,701
-8,188
118
$17M 0.25%
502,934
-20,811
119
$16.8M 0.25%
818,341
+101,172
120
$16.4M 0.25%
525,000
+370,000
121
$15.8M 0.24%
140,631
+109,111
122
$15.8M 0.24%
435,800
+33,800
123
$15.1M 0.23%
503,600
+55,600
124
$15.1M 0.23%
225,000
-29,100
125
$15.1M 0.23%
+359,092
3 4
5
6 7