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
1
$132K 3.53%
206,322
+33,321
2
$124K 3.32%
180,000
-127,070
3
$94.8K 2.53%
4,346,511
+12,768
4
$82.8K 2.21%
884,928
+223,572
5
$59.1K 1.58%
3,470,628
-70,000
6
$52.1K 1.39%
1,007,999
+543,941
7
$51K 1.36%
1,872,629
+366,842
8
$48.1K 1.28%
2,665,773
+128,124
9
$48K 1.28%
713,440
+451,210
10
$45.8K 1.22%
985,377
+356,922
11
$44.7K 1.19%
733,551
+295,829
12
$44.1K 1.18%
1,330,005
+308,285
13
$43.6K 1.16%
1,309,209
-918,016
14
$43.3K 1.16%
1,842,051
+838,761
15
$43.1K 1.15%
1,909,362
+740,326
16
$40.3K 1.08%
41,824
+14,577
17
$39.9K 1.07%
632,473
+134,700
18
$39.1K 1.04%
1,668,689
-103,515
19
$36.7K 0.98%
887,004
+202,414
20
$34.7K 0.93%
1,147,727
+209,922
21
$34.5K 0.92%
374,475
+90,185
22
$34.4K 0.92%
376,463
+156,957
23
$33.5K 0.9%
667,477
+101,200
24
$33.2K 0.89%
458,363
+116,050
25
$32.9K 0.88%
290,000
-152,700
1
2 3 4 5