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
$35.8B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$605M
2
+$330M
3
+$312M
4
CRM icon
Salesforce
CRM
+$177M
5
SAP icon
SAP
SAP
+$50.1M

Top Sells

1
+$643M
2
+$424M
3
+$411M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$121M
5
AMZN icon
Amazon
AMZN
+$36.5M

Sector Composition

1 Technology 33.51%
2 Communication Services 18.51%
3 Consumer Discretionary 17.89%
4 Healthcare 15.48%
5 Financials 13.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$124M 0.35%
590,425
-573,479
27
$124M 0.35%
547,696
+142,881
28
$117M 0.33%
1,438,757
+616,301
29
$80.2M 0.22%
952,239
+179,201
30
$73.6M 0.21%
911,475
+9,576
31
$45.3M 0.13%
242,133
+21,852
32
$34.8M 0.1%
42,040
+331
33
$31.8M 0.09%
76,630
+3,105
34
$25.8M 0.07%
331,140
+152,199
35
$23M 0.06%
524,945
+21,928
36
$15.5M 0.04%
111,002
+12,182
37
$15.2M 0.04%
110,707
+28,796
38
$14.3M 0.04%
180,336
+14,655
39
$14.1M 0.04%
524,274
+11,422
40
$12.5M 0.04%
337,641
+28,171
41
$12.1M 0.03%
160,096
+14,041
42
$11.4M 0.03%
91,282
+5,681
43
$11.3M 0.03%
174,449
+14,242
44
$11.2M 0.03%
313,367
+81,171
45
$10.8M 0.03%
498,621
+115,791
46
$10M 0.03%
124,597
+31,770
47
$8.76M 0.02%
146,222
+14,015
48
$8.42M 0.02%
141,283
+11,727
49
$8.03M 0.02%
281,542
+22,514
50
$7.45M 0.02%
70,265
-21,289
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