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
$17.6B
AUM Growth
+$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$703M
2
+$327M
3
+$44.7M
4
MSFT icon
Microsoft
MSFT
+$13M
5
BKNG icon
Booking.com
BKNG
+$9.09M

Top Sells

1
+$412M
2
+$183M
3
+$136M
4
ALGN icon
Align Technology
ALGN
+$100M
5
RENX
RELX N.V.
RENX
+$4.21M

Sector Composition

1 Technology 39.12%
2 Consumer Discretionary 20.54%
3 Healthcare 13.15%
4 Communication Services 12.97%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.89M 0.04%
70,005
+14,726
27
$6.73M 0.04%
122,458
+20,806
28
$5.3M 0.03%
45,015
+9,462
29
$4.98M 0.03%
+237,947
30
$4.47M 0.03%
28,655
+4,217
31
$1.21M 0.01%
51,500
+2,462
32
$1.13M 0.01%
16,069
+1,347
33
$987K 0.01%
5,916
+490
34
$930K 0.01%
5,981
+498
35
$856K ﹤0.01%
8,903
+747
36
$732K ﹤0.01%
19,028
+1,586
37
$687K ﹤0.01%
6,771
+563
38
$650K ﹤0.01%
7,070
+595
39
$642K ﹤0.01%
17,323
+1,451
40
$622K ﹤0.01%
2,749
+234
41
$618K ﹤0.01%
4,755
-331
42
$601K ﹤0.01%
5,332
+449
43
$598K ﹤0.01%
10,412
+866
44
$539K ﹤0.01%
2,724
+231
45
$511K ﹤0.01%
13,183
+3,334
46
$507K ﹤0.01%
8,593
+724
47
$504K ﹤0.01%
14,102
+1,182
48
$501K ﹤0.01%
7,235
+600
49
$490K ﹤0.01%
3,903
+325
50
$482K ﹤0.01%
3,874
+322
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