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
$25.4B
AUM Growth
+$3.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$765M
2
+$548M
3
+$501M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.8M
5
V icon
Visa
V
+$52.1M

Top Sells

1
+$787M
2
+$172M
3
+$90.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M
5
MDSO
Medidata Solutions, Inc.
MDSO
+$1.27M

Sector Composition

1 Technology 32.4%
2 Financials 18.5%
3 Communication Services 16.79%
4 Healthcare 14.64%
5 Consumer Discretionary 13.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.2M 0.15%
277,326
+46,636
27
$34.2M 0.13%
301,831
+83,829
28
$21.5M 0.08%
376,895
+58,041
29
$18.5M 0.07%
732,845
+112,733
30
$15.7M 0.06%
141,869
+19,670
31
$11.3M 0.04%
212,583
-14,845,478
32
$6.88M 0.03%
237,618
+99,320
33
$6.66M 0.03%
37,833
-7,716
34
$2.71M 0.01%
25,594
+3,373
35
$2.49M 0.01%
11,709
+1,587
36
$2.27M 0.01%
+46,108
37
$2.22M 0.01%
31,884
+4,321
38
$1.7M 0.01%
37,714
+5,098
39
$1.53M 0.01%
13,886
+5,677
40
$1.5M 0.01%
18,856
+2,559
41
$1.43M 0.01%
39,888
+10,552
42
$1.35M 0.01%
26,555
+3,606
43
$1.35M 0.01%
+19,527
44
$1.21M ﹤0.01%
7,643
+1,035
45
$1.2M ﹤0.01%
7,609
+1,029
46
$1.18M ﹤0.01%
10,358
+3,303
47
$1.14M ﹤0.01%
5,351
+726
48
$1.03M ﹤0.01%
5,403
+728
49
$1.01M ﹤0.01%
10,579
+1,434
50
$976K ﹤0.01%
15,657
+2,117
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