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
$7.28B
AUM Growth
+$817M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$117M
2 +$98.3M
3 +$71.5M
4
V icon
Visa
V
+$58.1M
5
NKE icon
Nike
NKE
+$54.5M

Top Sells

1 +$135M
2 +$4.81M

Sector Composition

1 Consumer Discretionary 28.52%
2 Technology 26.77%
3 Communication Services 14.75%
4 Healthcare 11.66%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$419K 0.01%
15,464
+2,466