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
176
$4.46M 0.09%
87,250
177
$4.09M 0.09%
+92,426
178
$4.04M 0.08%
+113,498
179
$3.92M 0.08%
210,000
+35,000
180
$3.87M 0.08%
381,888
-696,107
181
$3.84M 0.08%
49,188
-228,870
182
$3.76M 0.08%
243,688
+42,530
183
$3.67M 0.08%
+453,530
184
$3.17M 0.07%
+2,733
185
$3.09M 0.06%
65,000
186
$2.87M 0.06%
+70,713
187
$2.77M 0.06%
24,600
-79,050
188
$2.7M 0.06%
+32,764
189
$2.56M 0.05%
75,000
190
$2.44M 0.05%
+150,176
191
$2.26M 0.05%
+43,387
192
$2.08M 0.04%
34,968
193
$2M 0.04%
35,000
194
$1.99M 0.04%
161,870
195
$1.9M 0.04%
+68,471
196
$1.88M 0.04%
90,810
197
$1.88M 0.04%
21,449
+2,831
198
$1.87M 0.04%
+136,417
199
$1.87M 0.04%
30,000
200
$1.83M 0.04%
94,356
-482,765
6 7
8
9 10