PCM

Polaris Capital Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 15.15%
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$76.2M
2 +$74.5M
3 +$35.7M
4
LH icon
Labcorp
LH
+$26.9M
5
HRB icon
H&R Block
HRB
+$25.7M

Top Sells

1 +$76.6M
2 +$67.1M
3 +$35.7M
4
UNH icon
UnitedHealth
UNH
+$34.1M
5
AGN
Allergan plc
AGN
+$32.4M

Sector Composition

1 Financials 30.75%
2 Consumer Discretionary 12.72%
3 Materials 11.02%
4 Technology 9.87%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-863
102
-2,323
103
-70,800
104
-1,470
105
-2,436
106
-1,104
107
-54,701