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
$4.52B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$87.7M
2
+$54M
3
+$51.5M
4
IT icon
Gartner
IT
+$49M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.82M

Top Sells

1
+$234M
2
+$105M
3
+$101M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.8M
5
V icon
Visa
V
+$13M

Sector Composition

1 Technology 29.43%
2 Financials 20.25%
3 Consumer Discretionary 19.59%
4 Healthcare 13.07%
5 Communication Services 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,529,205
1
2