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
$2.66B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$57.1M
2 +$46.6M
3 +$45.3M
4
WMB icon
Williams Companies
WMB
+$41.6M
5
ABBV icon
AbbVie
ABBV
+$38.5M

Top Sells

1 +$50.6M
2 +$38M
3 +$37.7M
4
CROX icon
Crocs
CROX
+$17.7M
5
HPE icon
Hewlett Packard
HPE
+$16.6M

Sector Composition

1 Financials 30.27%
2 Technology 14.54%
3 Healthcare 12.53%
4 Consumer Discretionary 11.94%
5 Consumer Staples 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,768,426
102
-856,536
103
-29,700
104
-956,994