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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
-0.08%
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
$4.2B
AUM Growth
–
Cap. Flow
+$4.3B
Cap. Flow %
102.19%
Top 10 Hldgs %
66.14%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–

Top Buys

1
GOOG icon
Alphabet (Google) Class C
GOOG
+$352M
2
NKE icon
Nike
NKE
+$332M
3
AGN
Allergan Inc
AGN
+$307M
4
V icon
Visa
V
+$304M
5
TROW icon
T. Rowe Price
TROW
+$300M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.94%
2 Financials 18.25%
3 Consumer Discretionary 17.82%
4 Healthcare 15.18%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
26
Mastercard
MA
$475B
$329K 0.01%
+5,730
New +$318K
1
2

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