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
$21.7B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$451M
2
+$80.8M
3
+$78.5M
4
V icon
Visa
V
+$59.3M
5
ADBE icon
Adobe
ADBE
+$55.3M

Top Sells

1
+$353M
2
+$939K
3
+$339K

Sector Composition

1 Technology 32.97%
2 Financials 19.2%
3 Communication Services 17.93%
4 Consumer Discretionary 14.29%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.2M 0.09%
318,854
+117,005
27
$14.7M 0.07%
620,112
+227,288
28
$13.4M 0.06%
122,199
+40,856
29
$10.2M 0.05%
+121,639
30
$7.27M 0.03%
45,549
-5,883
31
$3.58M 0.02%
138,298
+19,612
32
$2.04M 0.01%
10,122
+115
33
$2.04M 0.01%
22,221
+1,047
34
$1.72M 0.01%
27,563
+221
35
$1.48M 0.01%
32,616
+288
36
$1.47M 0.01%
16,297
+178
37
$1.31M 0.01%
6,232
+70
38
$1.27M 0.01%
13,864
+138
39
$1.17M 0.01%
22,949
+278
40
$1M ﹤0.01%
29,336
+455
41
$983K ﹤0.01%
6,608
+102
42
$963K ﹤0.01%
6,580
+80
43
$921K ﹤0.01%
7,055
+83
44
$906K ﹤0.01%
12,115
+163
45
$898K ﹤0.01%
9,145
+114
46
$843K ﹤0.01%
4,625
+55
47
$829K ﹤0.01%
17,769
+139
48
$829K ﹤0.01%
4,675
+70
49
$823K ﹤0.01%
24,164
+328
50
$821K ﹤0.01%
2,645
+38
1
2
3