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
$15.3B
AUM Growth
-$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$452M
2
+$133M
3
+$39.4M
4
ADBE icon
Adobe
ADBE
+$37.9M
5
V icon
Visa
V
+$33.6M

Top Sells

1
+$331M
2
+$127M
3
+$127M
4
ALGN icon
Align Technology
ALGN
+$83.3M
5
MDSO
Medidata Solutions, Inc.
MDSO
+$40.8M

Sector Composition

1 Technology 36.69%
2 Consumer Discretionary 20.18%
3 Communication Services 15.79%
4 Healthcare 11.46%
5 Financials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 0.05%
140,318
+17,860
27
$6.13M 0.04%
38,666
+6,267
28
$5.61M 0.04%
273,132
+35,185
29
$5.52M 0.04%
53,811
+8,796
30
$1.46M 0.01%
63,440
+11,940
31
$1.39M 0.01%
23,599
+7,530
32
$1.29M 0.01%
8,677
+2,761
33
$1.08M 0.01%
8,833
+2,852
34
$1.06M 0.01%
6,804
+4,055
35
$986K 0.01%
17,504
+8,911
36
$830K 0.01%
27,980
+8,952
37
$798K 0.01%
15,375
+4,963
38
$789K 0.01%
11,709
-604,943
39
$763K 0.01%
10,246
+3,176
40
$743K ﹤0.01%
7,728
+2,396
41
$678K ﹤0.01%
3,951
+1,227
42
$670K ﹤0.01%
16,678
+5,336
43
$668K ﹤0.01%
10,037
+1,134
44
$658K ﹤0.01%
11,609
+3,707
45
$633K ﹤0.01%
10,596
+3,361
46
$617K ﹤0.01%
9,814
+3,043
47
$614K ﹤0.01%
5,723
+1,849
48
$585K ﹤0.01%
24,734
+11,551
49
$581K ﹤0.01%
20,374
+6,272
50
$577K ﹤0.01%
5,635
+1,793
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