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
126
$14.8M 0.22%
362,872
-4,638
127
$14.5M 0.22%
541,612
+141,612
128
$13.7M 0.2%
415,706
-246,940
129
$12.8M 0.19%
221,069
-233,931
130
$12.8M 0.19%
1,000,000
+171,000
131
$12.6M 0.19%
300,215
+230,033
132
$11.4M 0.17%
192,448
+15,706
133
$11.4M 0.17%
119,793
+31,858
134
$11.2M 0.17%
137,229
-111,565
135
$10.8M 0.16%
28,000
-3,250
136
$10.7M 0.16%
138,032
+75,877
137
$10.6M 0.16%
309,303
+18,172
138
$10.3M 0.15%
190,000
+40,000
139
$10.2M 0.15%
68,657
-87,350
140
$9.86M 0.15%
105,061
-6,452
141
$9.42M 0.14%
1,383,350
-1,000,110
142
$9.13M 0.14%
437,500
+34,000
143
$8.9M 0.13%
74,000
-7,300
144
$8.87M 0.13%
392,500
-19,500
145
$8.86M 0.13%
510,000
-50,000
146
$8.42M 0.13%
4,730
+500
147
$8.2M 0.12%
142,660
-2,303
148
$8.1M 0.12%
241,393
+47,612
149
$8.01M 0.12%
185,000
-412,256
150
$7.92M 0.12%
89,000
4 5
6
7 8