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
201
$3.23M 0.05%
62,500
-7,500
202
$3.13M 0.05%
100,000
203
$2.98M 0.04%
+70,000
204
$2.92M 0.04%
14,986
-23,987
205
$2.83M 0.04%
220,000
+20,000
206
$2.64M 0.04%
339,611
-25,000
207
$2.61M 0.04%
15,000
-2,000
208
$2.58M 0.04%
+85,280
209
$2.5M 0.04%
132,724
+13,992
210
$2.49M 0.04%
167,250
211
$2.46M 0.04%
85,370
+15,370
212
$2.33M 0.03%
124,200
-489,972
213
$2.31M 0.03%
+65,000
214
$2.28M 0.03%
+550,000
215
$2.22M 0.03%
+55,396
216
$2.09M 0.03%
75,000
217
$2.02M 0.03%
100,000
218
$1.99M 0.03%
315,550
-103,438
219
$1.95M 0.03%
60,000
220
$1.93M 0.03%
17,212
-5,066
221
$1.91M 0.03%
152,812
-1,541,334
222
$1.84M 0.03%
+19,596
223
$1.82M 0.03%
+1,544
224
$1.81M 0.03%
25,000
225
$1.67M 0.03%
+30,000
7 8
9
10 11