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Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $14.5B
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.47B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$287M
2 +$46M
3 +$44.6M
4
SBUX icon
Starbucks
SBUX
+$39M
5
ABT icon
Abbott
ABT
+$31.9M

Top Sells

1 +$232M
2 +$268K

Sector Composition

1 Consumer Discretionary 27.98%
2 Technology 25.47%
3 Communication Services 14.72%
4 Healthcare 14.14%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,246