Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.6B
AUM Growth
+$741M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$572M
2
+$393M
3
+$214M
4
ADBE icon
Adobe
ADBE
+$207M
5
CSGP icon
CoStar Group
CSGP
+$25.1M

Top Sells

1
+$757M
2
+$540M
3
+$394M
4
MSFT icon
Microsoft
MSFT
+$224M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$144M

Sector Composition

1 Technology 38.56%
2 Financials 18.01%
3 Healthcare 17.78%
4 Consumer Discretionary 15.82%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
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