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
$19.1B
AUM Growth
+$3.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$722M
2
+$221M
3
+$115M
4
META icon
Meta Platforms (Facebook)
META
+$103M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$78.3M

Top Sells

1
+$332M
2
+$205M
3
+$123M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.9M
5
PAYC icon
Paycom
PAYC
+$591K

Sector Composition

1 Technology 33.77%
2 Consumer Discretionary 18.17%
3 Communication Services 16.1%
4 Financials 14.48%
5 Healthcare 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.94M 0.04%
62,784
+8,973
27
$7.46M 0.04%
45,228
+6,562
28
$6.6M 0.03%
307,579
+34,447
29
$4.4M 0.02%
29,071
-184,383
30
$2.4M 0.01%
91,910
+28,470
31
$1.76M 0.01%
25,247
+1,648
32
$1.53M 0.01%
9,288
+611
33
$1.39M 0.01%
19,496
+1,992
34
$1.19M 0.01%
14,922
+5,108
35
$1.08M 0.01%
5,707
-3,126
36
$1.06M 0.01%
16,332
+957
37
$959K 0.01%
8,374
+646
38
$930K ﹤0.01%
12,695
+986
39
$919K ﹤0.01%
10,766
+729
40
$919K ﹤0.01%
29,874
+1,894
41
$876K ﹤0.01%
8,876
+675
42
$866K ﹤0.01%
21,008
+1,358
43
$861K ﹤0.01%
10,580
+3,776
44
$860K ﹤0.01%
6,029
+394
45
$853K ﹤0.01%
2,425
+163
46
$840K ﹤0.01%
6,074
+351
47
$833K ﹤0.01%
26,865
+2,131
48
$781K ﹤0.01%
4,280
+329
49
$743K ﹤0.01%
11,101
+855
50
$716K ﹤0.01%
4,236
+275
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