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
$15.6B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$265M
2
+$29.9M
3
+$25.2M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$22.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.9M

Top Sells

1
+$218M
2
+$103M
3
+$2.91M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.64M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.72M

Sector Composition

1 Technology 38.3%
2 Consumer Discretionary 18.68%
3 Communication Services 14.59%
4 Healthcare 13.69%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 0.03%
197,501
-337
27
$3.51M 0.02%
24,438
-18,332
28
$3.47M 0.02%
35,553
-17,601
29
$1.13M 0.01%
49,038
+4,172
30
$822K 0.01%
5,426
+591
31
$685K ﹤0.01%
14,722
+1,601
32
$637K ﹤0.01%
6,475
+701
33
$636K ﹤0.01%
6,208
+678
34
$636K ﹤0.01%
2,515
+270
35
$611K ﹤0.01%
15,872
+6,213
36
$597K ﹤0.01%
7,413
+806
37
$591K ﹤0.01%
8,156
-3,646
38
$569K ﹤0.01%
2,493
+268
39
$546K ﹤0.01%
17,442
+1,890
40
$545K ﹤0.01%
4,883
+528
41
$542K ﹤0.01%
5,483
+594
42
$518K ﹤0.01%
12,920
+1,394
43
$497K ﹤0.01%
5,086
+1,208
44
$478K ﹤0.01%
3,578
+387
45
$449K ﹤0.01%
10,390
+1,125
46
$447K ﹤0.01%
+7,869
47
$435K ﹤0.01%
6,635
+720
48
$424K ﹤0.01%
7,241
+782
49
$385K ﹤0.01%
9,546
+1,031
50
$347K ﹤0.01%
3,552
+384
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