Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $32.6B
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.5B
AUM Growth
+$5.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$569M
3
+$136M
4
V icon
Visa
V
+$126M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$113M

Top Sells

1
+$939M
2
+$150M
3
+$57M
4
ICLR icon
Icon
ICLR
+$22.6M
5
ETSY icon
Etsy
ETSY
+$8.34M

Sector Composition

1 Technology 31.18%
2 Healthcare 19.48%
3 Communication Services 19.28%
4 Consumer Discretionary 16.22%
5 Financials 13.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$569M 0.96%
+3,738,508
27
$491M 0.83%
1,586,759
-73,091
28
$313M 0.53%
1,042,408
+20,164
29
$113M 0.19%
809,865
+17,594
30
$104M 0.17%
1,006,439
-6,747
31
$73.2M 0.12%
239,423
+173,680
32
$67.1M 0.11%
272,171
-6,291
33
$64.3M 0.11%
80,770
+2,008
34
$61M 0.1%
45,222
+27,978
35
$55.6M 0.09%
177,024
+93,552
36
$32.1M 0.05%
577,855
+565,038
37
$29.4M 0.05%
172,966
+34,857
38
$28M 0.05%
521,260
-13,444
39
$27.4M 0.05%
207,364
+41,816
40
$27M 0.05%
156,459
+31,444
41
$26.2M 0.04%
190,010
+400
42
$26.1M 0.04%
155,570
+2,495
43
$25.7M 0.04%
118,225
+23,703
44
$23.8M 0.04%
183,163
+24,169
45
$22M 0.04%
188,320
+38,669
46
$21.5M 0.04%
384,363
+84,956
47
$19.4M 0.03%
385,879
+77,968
48
$18.9M 0.03%
228,774
+75,916
49
$18.9M 0.03%
182,141
+36,745
50
$17.9M 0.03%
146,291
+32,561
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