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
$37.4B
AUM Growth
+$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$699M
3
+$174M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$87.5M
5
ABT icon
Abbott
ABT
+$75.4M

Top Sells

1
+$792M
2
+$617M
3
+$216M
4
MSCI icon
MSCI
MSCI
+$209M
5
PYPL icon
PayPal
PYPL
+$159M

Sector Composition

1 Technology 35.74%
2 Healthcare 21.39%
3 Communication Services 16.78%
4 Financials 16.12%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$104M 0.28%
544,491
+160,086
27
$83.7M 0.22%
537,334
+138,359
28
$73.6M 0.2%
708,601
+208,560
29
$69M 0.18%
461,798
+136,313
30
$67.6M 0.18%
+327,757
31
$57.9M 0.15%
415,192
-5,676,463
32
$36.8M 0.1%
+168,680
33
$36.7M 0.1%
614,183
+112,332
34
$35.5M 0.1%
295,007
+86,730
35
$34.5M 0.09%
558,576
+144,925
36
$16.8M 0.04%
750,119
-250,584
37
$8.71M 0.02%
48,576
+7,039
38
$8.43M 0.02%
69,267
+11,285
39
$7.26M 0.02%
51,199
+8,294
40
$6.96M 0.02%
50,964
+8,241
41
$6.14M 0.02%
85,211
+13,627
42
$6.09M 0.02%
85,123
+13,997
43
$5.89M 0.02%
79,307
+12,762
44
$5.81M 0.02%
64,848
+30,615
45
$5.53M 0.01%
73,879
+11,606
46
$5.45M 0.01%
28,782
+6,875
47
$5.42M 0.01%
+62,534
48
$5.36M 0.01%
24,725
-43,213
49
$5.17M 0.01%
26,729
+4,352
50
$5.12M 0.01%
92,629
+18,323
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