Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $30.8B
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
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 +$114M
2 +$109M
3 +$74.3M
4
V icon
Visa
V
+$61.2M
5
NKE icon
Nike
NKE
+$55.5M

Top Sells

1 +$143M
2 +$5.08M

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