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Polen Capital Management Portfolio holdings
AUM
$14.5B
1-Year Est. Return
5.7%
This Fund
S&P 500
1 Year Est. Return
+5.7%
AUM
$23.4B
AUM Growth
-$7.39B
(-24%)
Holding
288
Top Buys
| 1 | +$449M | |
| 2 | +$260M | |
| 3 | +$58.9M | |
| 4 |
Spotify
SPOT
|
+$37.9M |
| 5 |
Vanguard Growth ETF
VUG
|
+$10.5M |
Top Sells
| 1 | +$620M | |
| 2 | +$593M | |
| 3 | +$556M | |
| 4 |
Oracle
ORCL
|
+$501M |
| 5 |
Netflix
NFLX
|
+$498M |
Sector Composition
| 1 | Technology | 42.79% |
| 2 | Healthcare | 17.61% |
| 3 | Financials | 16.56% |
| 4 | Consumer Discretionary | 13.33% |
| 5 | Communication Services | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Real Brokerage
REAX
$440M
| – | – |
-234,626
|
|
||
277
Invesco S&P 500 Equal Weight ETF
RSP
$94.9B
| – | – |
-44,774
|
|
||
278
Sweetgreen
SG
$993M
| – | – |
-40,133
|
|
||
279
Savers
SVV
$1.5B
| – | – |
-13,022
|
|
||
280
Universal Technical Institute
UTI
$2.67B
| – | – |
-25,247
|
|
||
281
Vista Energy
VIST
$7.22B
| – | – |
-210,976
|
|
||
282
Vanguard Mid-Cap ETF
VO
$106B
| – | – |
-34,760
|
|
||
283
Vanguard Mid-Cap Value ETF
VOE
$23.4B
| – | – |
-2,000
|
|
||
284
Vistra
VST
$53.6B
| – | – |
-2,727
|
|
||
285
Willis Lease Finance
WLFC
$1.76B
| – | – |
-2,572
|
|
||
286
Warby Parker
WRBY
$3.56B
| – | – |
-66,730
|
|
||
287
Zillow
Z
$7.37B
| – | – |
-6,539
|
|
||
288
Rubrik
RBRK
$17.4B
| – | – |
-2,998
|
|