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
126
$12.2M 0.25%
+260,000
127
$11.7M 0.25%
169,614
-43,982
128
$11.7M 0.24%
159,541
-18,146
129
$11.6M 0.24%
658,387
-50,618
130
$11.6M 0.24%
+983,633
131
$11.6M 0.24%
244,300
-36,700
132
$11.3M 0.24%
750,000
133
$11.3M 0.24%
159,900
-290,100
134
$11.2M 0.23%
932,452
+106,604
135
$11.1M 0.23%
185,577
+143,391
136
$11M 0.23%
434,628
+248,889
137
$11M 0.23%
962,356
+10,031
138
$11M 0.23%
77,528
-30,359
139
$10.9M 0.23%
159,647
-103,232
140
$10.8M 0.23%
118,500
-14,000
141
$10.7M 0.22%
67,337
+5,736
142
$10.7M 0.22%
751,100
-101,400
143
$10.7M 0.22%
215,663
-7,016
144
$10.7M 0.22%
232,769
+17,943
145
$10.4M 0.22%
111,000
-6,500
146
$10.1M 0.21%
212,419
-57,419
147
$9.93M 0.21%
+368,753
148
$9.9M 0.21%
324,695
+118,745
149
$9.82M 0.21%
100,190
+51,843
150
$9.66M 0.2%
331,800
-43,200
4 5
6
7 8