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
$8.39B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$50.4M
3
+$21.2M
4
V icon
Visa
V
+$20M
5
NKE icon
Nike
NKE
+$17.2M

Top Sells

1
+$304M
2
+$22.6M
3
+$335K

Sector Composition

1 Technology 27.5%
2 Consumer Discretionary 27.46%
3 Communication Services 18.32%
4 Financials 10.35%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$584K 0.01%
28,100
+3,772
27
– –
-7,360
1
2