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
$7.88B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$217M
2 +$64.6M
3 +$64.4M
4
NKE icon
Nike
NKE
+$57M
5
SBUX icon
Starbucks
SBUX
+$51.8M

Top Sells

1 +$189M

Sector Composition

1 Consumer Discretionary 28.09%
2 Technology 27.48%
3 Communication Services 16.73%
4 Financials 9.52%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$335K ﹤0.01%
+7,360
27
-4,516,348