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
$13.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$286M
2
+$16.8M
3
+$14.7M
4
BKNG icon
Booking.com
BKNG
+$14.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.1M

Top Sells

1
+$98.6M
2
+$12.3M
3
+$3.79M
4
TJX icon
TJX Companies
TJX
+$269K

Sector Composition

1 Technology 33.91%
2 Consumer Discretionary 20.39%
3 Communication Services 18.15%
4 Healthcare 14.37%
5 Financials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 0.03%
37,885
+16,672
27
$3.73M 0.03%
15,911
+8,733
28
$3.6M 0.03%
155,937
+68,678
29
$1.9M 0.01%
44,856
+3,100
30
$1.81M 0.01%
+22,367
31
$1M 0.01%
37,438
+2,388
32
$441K ﹤0.01%
8,289
+3,622
33
$440K ﹤0.01%
3,395
+1,482
34
$417K ﹤0.01%
4,052
+1,766
35
$367K ﹤0.01%
+3,880
36
$357K ﹤0.01%
9,202
+3,986
37
$343K ﹤0.01%
+6,499
38
$309K ﹤0.01%
+1,562
39
$309K ﹤0.01%
+4,675
40
$296K ﹤0.01%
+10,920
41
$296K ﹤0.01%
+1,576
42
$294K ﹤0.01%
4,640
+2,018
43
$276K ﹤0.01%
+3,433
44
$274K ﹤0.01%
+3,057
45
$262K ﹤0.01%
+1,300
46
$252K ﹤0.01%
+2,246
47
$250K ﹤0.01%
+8,093
48
$249K ﹤0.01%
+4,727
49
$227K ﹤0.01%
+666
50
$226K ﹤0.01%
+5,989
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