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
201
$1.77M 0.04%
14,548
+2,973
202
$1.76M 0.04%
12,544
+5,708
203
$1.71M 0.04%
+49,899
204
$1.7M 0.04%
189,469
-15,400
205
$1.65M 0.03%
130,000
206
$1.6M 0.03%
+56,426
207
$1.6M 0.03%
+20,625
208
$1.59M 0.03%
43,920
209
$1.51M 0.03%
1,250
-2,343
210
$1.42M 0.03%
60,000
211
$1.33M 0.03%
42,757
212
$1.22M 0.03%
50,000
213
$1.14M 0.02%
+10,250
214
$1.13M 0.02%
+7,500
215
$1.11M 0.02%
97,402
216
$1.1M 0.02%
38,372
217
$1.08M 0.02%
+27,615
218
$1.03M 0.02%
46,288
-149,032
219
$949K 0.02%
40,760
220
$856K 0.02%
10,956
+6,198
221
$855K 0.02%
20,970
-608,130
222
$808K 0.02%
7,595
-819
223
$757K 0.02%
42,800
224
$716K 0.02%
+9,000
225
$690K 0.01%
+8,000
7 8
9
10 11