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
$12.4B
AUM Growth
+$989M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$132M
3
+$131M
4
ADBE icon
Adobe
ADBE
+$33.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$27.7M

Top Sells

1
+$251M
2
+$95.4M
3
+$95.1M
4
ALGN icon
Align Technology
ALGN
+$55.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$25.8M

Sector Composition

1 Technology 33.21%
2 Consumer Discretionary 20.07%
3 Communication Services 18.26%
4 Healthcare 15.71%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.02%
87,259
+66,706
27
$1.78M 0.01%
7,178
+5,102
28
$1.61M 0.01%
41,756
+2,064
29
$844K 0.01%
35,050
+1,744
30
$269K ﹤0.01%
7,290
-429,416
31
$225K ﹤0.01%
+5,216
32
$217K ﹤0.01%
+4,667
33
$215K ﹤0.01%
+2,286
34
$207K ﹤0.01%
+1,913
35
$205K ﹤0.01%
+2,622
36
– –
-105,600
1
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