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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
1 Year Est. Return
+5.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.8B
AUM Growth
-$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.38B
2
+$1.09B
3
+$591M
4
BSX icon
Boston Scientific
BSX
+$580M
5
INTU icon
Intuit
INTU
+$477M

Top Sells

1
+$966M
2
+$686M
3
+$606M
4
ADBE icon
Adobe
ADBE
+$538M
5
SHOP icon
Shopify
SHOP
+$492M

Sector Composition

1 Technology 46.94%
2 Financials 16.15%
3 Healthcare 15.52%
4 Consumer Discretionary 12.62%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$207K ﹤0.01%
+5,121
227
$207K ﹤0.01%
+11,081
228
$173K ﹤0.01%
+13,022
229
$148K ﹤0.01%
+16,680
230
$110K ﹤0.01%
+12,308
231
$99K ﹤0.01%
+18,365
232
$92.3K ﹤0.01%
+44,586
233
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-3,203
234
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235
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-1,565
236
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-18,915
237
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-4,389
238
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-10,682
240
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241
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-4,763
242
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-14,663
243
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-41,498
244
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-34,013
245
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-11,785
246
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-221,350
247
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249
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250
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-36,223
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