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
$4.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$352M
2 +$332M
3 +$307M
4
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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
26
$329K 0.01%
+5,730