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
$20.6B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$461M
2
+$268M
3
+$231M
4
V icon
Visa
V
+$73M
5
MSFT icon
Microsoft
MSFT
+$55.4M

Top Sells

1
+$235M
2
+$203M
3
+$191M
4
NKE icon
Nike
NKE
+$162M
5
ORLY icon
O'Reilly Automotive
ORLY
+$148M

Sector Composition

1 Technology 33.75%
2 Communication Services 17.7%
3 Financials 17.64%
4 Consumer Discretionary 15.08%
5 Healthcare 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.59M 0.05%
392,824
+85,245
27
$9.4M 0.05%
81,343
+18,559
28
$8.09M 0.04%
51,432
+22,361
29
$3.03M 0.01%
118,686
+26,776
30
$2.26M 0.01%
27,342
+2,095
31
$2.14M 0.01%
21,174
+1,678
32
$1.91M 0.01%
10,007
+719
33
$1.4M 0.01%
6,162
+455
34
$1.35M 0.01%
16,119
+1,197
35
$1.24M 0.01%
13,726
+1,031
36
$1.16M 0.01%
32,328
+2,454
37
$1.09M 0.01%
2,607
+182
38
$1.09M 0.01%
6,500
+471
39
$1.06M 0.01%
9,031
+657
40
$1.01M ﹤0.01%
11,635
+869
41
$968K ﹤0.01%
6,506
+432
42
$964K ﹤0.01%
11,952
+851
43
$950K ﹤0.01%
22,671
+1,663
44
$943K ﹤0.01%
17,630
+1,298
45
$855K ﹤0.01%
+6,972
46
$815K ﹤0.01%
4,605
+325
47
$808K ﹤0.01%
28,881
+2,016
48
$791K ﹤0.01%
4,570
+334
49
$740K ﹤0.01%
23,836
+1,704
50
$726K ﹤0.01%
13,390
+991
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