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
$4.34B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$89.5M
3
+$85.5M
4
EBAY icon
eBay
EBAY
+$70.1M

Top Sells

1
+$158M
2
+$136M
3
+$22.8M
4
NKE icon
Nike
NKE
+$20.2M
5
TROW icon
T. Rowe Price
TROW
+$18.6M

Sector Composition

1 Technology 30.7%
2 Consumer Discretionary 20.39%
3 Financials 19.17%
4 Communication Services 10.62%
5 Healthcare 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-70,367
27
– –
-22,580
28
– –
-2,299,218
1
2