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
$11.4B
AUM Growth
+$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$199M
2
+$133M
3
+$69.2M
4
META icon
Meta Platforms (Facebook)
META
+$60M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$53.7M

Top Sells

1
+$488M
2
+$78.7M
3
+$20K
4
FAST icon
Fastenal
FAST
+$11.8K
5
NVO icon
Novo Nordisk
NVO
+$9.69K

Sector Composition

1 Technology 28.46%
2 Consumer Discretionary 21.64%
3 Communication Services 18.63%
4 Healthcare 17.02%
5 Financials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$714K 0.01%
33,306
-480
27
$572K 0.01%
+9,402
28
$425K ﹤0.01%
+20,553
29
$371K ﹤0.01%
+2,076
1
2