PCM

Polaris Capital Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$3.15M
3
+$2.74M
4
MKSI icon
MKS Inc
MKSI
+$2.14M
5
PRGS icon
Progress Software
PRGS
+$1.98M

Top Sells

1
+$40M
2
+$39.3M
3
+$38.3M
4
IPG
Interpublic Group of Companies
IPG
+$31M
5
SW
Smurfit Westrock
SW
+$27.9M

Sector Composition

1 Financials 27.58%
2 Consumer Discretionary 21.04%
3 Healthcare 18.34%
4 Materials 9.72%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-357,483
1 2 3 4
5