Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $32.6B
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.09B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$194M
2 +$158M
3 +$130M
4
ALGN icon
Align Technology
ALGN
+$112M
5
CELG
Celgene Corp
CELG
+$107M

Top Sells

1 +$344M
2 +$72.5M
3 +$913K

Sector Composition

1 Consumer Discretionary 25.91%
2 Technology 25.11%
3 Communication Services 17.44%
4 Healthcare 14.03%
5 Financials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,013