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
$14.1B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$345M
3
+$166M
4
IT icon
Gartner
IT
+$148M
5
ORCL icon
Oracle
ORCL
+$28M

Top Sells

1
+$456M
2
+$355M
3
+$257M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.81M
5
AAPL icon
Apple
AAPL
+$1.9M

Sector Composition

1 Technology 38.12%
2 Consumer Discretionary 19.5%
3 Communication Services 14.14%
4 Healthcare 13.63%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 0.03%
20,853
+4,942
27
$4.11M 0.03%
197,838
+41,901
28
$4.08M 0.03%
50,827
+28,460
29
$1.1M 0.01%
44,866
+7,428
30
$712K 0.01%
11,802
+3,513
31
$707K 0.01%
4,835
+1,440
32
$643K ﹤0.01%
5,774
+1,722
33
$563K ﹤0.01%
5,530
+1,650
34
$525K ﹤0.01%
4,889
+1,456
35
$463K ﹤0.01%
2,225
+663
36
$458K ﹤0.01%
13,121
+3,919
37
$457K ﹤0.01%
4,355
+1,298
38
$451K ﹤0.01%
2,245
+669
39
$423K ﹤0.01%
15,552
+4,632
40
$415K ﹤0.01%
6,607
+1,967
41
$403K ﹤0.01%
9,265
+2,766
42
$403K ﹤0.01%
1,852
+552
43
$386K ﹤0.01%
11,526
+3,433
44
$370K ﹤0.01%
3,191
+945
45
$367K ﹤0.01%
6,459
+1,922
46
$342K ﹤0.01%
5,915
+1,757
47
$334K ﹤0.01%
3,743
-5,109,427
48
$322K ﹤0.01%
8,515
+2,526
49
$311K ﹤0.01%
949
+283
50
$291K ﹤0.01%
26,045
+7,755
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