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
151
$7.88M 0.12%
359,870
152
$7.73M 0.12%
114,000
-217,220
153
$7.44M 0.11%
250,527
+14,710
154
$6.79M 0.1%
487,500
155
$6.73M 0.1%
130,713
+8,612
156
$6.65M 0.1%
59,165
-43,244
157
$6.48M 0.1%
278,222
+16,667
158
$6.38M 0.1%
34,290
+945
159
$6.29M 0.09%
23,000
160
$6.2M 0.09%
226,427
+13,978
161
$6.11M 0.09%
90,000
+32,000
162
$6.07M 0.09%
157,575
+36,128
163
$6.02M 0.09%
175,000
+155,000
164
$5.44M 0.08%
91,177
-132,679
165
$5.21M 0.08%
80,000
-40,000
166
$5.18M 0.08%
309,000
+5,500
167
$5.13M 0.08%
+121,369
168
$5.08M 0.08%
172,299
+18,816
169
$4.99M 0.07%
81,288
-29,939
170
$4.99M 0.07%
333,066
-40,488
171
$4.96M 0.07%
72,500
172
$4.95M 0.07%
43,987
-7,200
173
$4.91M 0.07%
82,872
+34,590
174
$4.77M 0.07%
134,000
175
$4.76M 0.07%
267,889
+34,329
5 6
7
8 9