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Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $14.5B
1-Year Est. Return 5.7%
This Fund
S&P 500
This Quarter Est. Return
-13.65%
1 Year Est. Return
+5.7%
3 Year Est. Return
+58.11%
5 Year Est. Return
+55.45%
10 Year Est. Return
+413.15%
AUM
$14.5B
AUM Growth
-$8.96B
Cap. Flow
-$5.69B
Cap. Flow %
-39.37%
Top 10 Hldgs %
56.33%
Holding
300
New
69
Increased
71
Reduced
81
Closed
79

Top Buys

1
CSGP icon
CoStar Group
CSGP
+$400M
2
META icon
Meta Platforms (Facebook)
META
+$305M
3
LRCX icon
Lam Research
LRCX
+$236M
4
NOW icon
ServiceNow
NOW
+$187M
5
ROL icon
Rollins
ROL
+$130M

Top Sells

1
AMZN icon
Amazon
AMZN
+$1.05B
2
ABT icon
Abbott
ABT
+$446M
3
MSFT icon
Microsoft
MSFT
+$445M
4
ADBE icon
Adobe
ADBE
+$369M
5
ORCL icon
Oracle
ORCL
+$351M

Sector Composition

1 Technology 41.47%
2 Financials 17.27%
3 Healthcare 14.58%
4 Consumer Discretionary 12.19%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMSC icon
226
American Superconductor
AMSC
$1.72B
– –
-23,565
Closed -$678K
AORT icon
227
Artivion
AORT
$1.12B
– –
-25,259
Closed -$1.15M
APPN icon
228
Appian
APPN
$1.88B
– –
-10,366
Closed -$367K
ATEC icon
229
Alphatec Holdings
ATEC
$1.37B
– –
-95,761
Closed -$2.01M
AVAV icon
230
AeroVironment
AVAV
$7.28B
– –
-1,689
Closed -$409K
AWI icon
231
Armstrong World Industries
AWI
$6.64B
– –
-1,511
Closed -$289K
AYI icon
232
Acuity Brands
AYI
$9.77B
– –
-1,061
Closed -$382K
CEG icon
233
Constellation Energy
CEG
$91.9B
– –
-2,812
Closed -$993K
CPS icon
234
Cooper-Standard Automotive
CPS
$483M
– –
-7,635
Closed -$251K
CRDO icon
235
Credo Technology Group
CRDO
$45.5B
– –
-7,915
Closed -$1.14M
CSIQ icon
236
Canadian Solar
CSIQ
$1.05B
– –
-22,223
Closed -$528K
CYTK icon
237
Cytokinetics
CYTK
$11B
– –
-9,584
Closed -$609K
EOSE icon
238
Eos Energy Enterprises
EOSE
$1.6B
– –
-21,080
Closed -$242K
ESPR icon
239
Esperion Therapeutics
ESPR
– –
-116,292
Closed -$430K
GDYN icon
240
Grid Dynamics Holdings
GDYN
$493M
– –
-19,383
Closed -$175K
GLOB icon
241
Globant
GLOB
$1.37B
– –
-90,462
Closed -$5.91M
HHH icon
242
Howard Hughes
HHH
$4.29B
– –
-13,980
Closed -$1.12M
HLLY icon
243
Holley
HLLY
$317M
– –
-77,032
Closed -$318K
HQY icon
244
HealthEquity
HQY
$7.89B
– –
-4,980
Closed -$456K
HURN icon
245
Huron Consulting
HURN
$1.79B
– –
-15,086
Closed -$2.61M
ICLR icon
246
Icon
ICLR
$12.8B
– –
-105,206
Closed -$19.2M
IHRT icon
247
iHeartMedia
IHRT
$593M
– –
-155,516
Closed -$647K
IOO icon
248
iShares Global 100 ETF
IOO
$8.65B
– –
-2,743
Closed -$347K
IVV icon
249
iShares Core S&P 500 ETF
IVV
$891B
– –
-13,669
Closed -$9.36M
KARO icon
250
Karooooo
KARO
$1.78B
– –
-74,821
Closed -$3.4M
8 9
10
11 12

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