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
$3.74M
AUM Growth
-$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$30.4K
2
+$28.1K
3
+$21.5K
4
AET
Aetna Inc
AET
+$21.3K
5
CB icon
Chubb
CB
+$20.9K

Top Sells

1
+$19M
2
+$17.7M
3
+$16.7M
4
WAT icon
Waters Corp
WAT
+$14.8M
5
UNH icon
UnitedHealth
UNH
+$14.7M

Sector Composition

1 Financials 24.94%
2 Technology 21.78%
3 Healthcare 21.13%
4 Communication Services 9.14%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.61K 0.1%
+600,000
202
$3.46K 0.09%
221,061
-289,226
203
$3.45K 0.09%
+350,000
204
$3.44K 0.09%
83,822
-58,000
205
$3.23K 0.09%
240,950
-107,500
206
$3.18K 0.08%
105,947
-66,169
207
$3.16K 0.08%
+142,500
208
$2.76K 0.07%
177,100
-62,900
209
$2.65K 0.07%
+58,333
210
$2.52K 0.07%
+150,000
211
$2.24K 0.06%
75,000
212
$2.23K 0.06%
60,000
213
$2.09K 0.06%
5,161
+813
214
$2.06K 0.06%
258,300
+31,300
215
$2.01K 0.05%
+121,836
216
$1.99K 0.05%
35,000
217
$1.99K 0.05%
30,000
-10,000
218
$1.95K 0.05%
220,402
-37,731
219
$1.87K 0.05%
30,000
220
$1.87K 0.05%
80,720
221
$1.76K 0.05%
+46,492
222
$1.73K 0.05%
+155,251
223
$1.71K 0.05%
37,069
-123,832
224
$1.39K 0.04%
60,000
225
$1.29K 0.03%
24,890
-110
7 8
9
10 11