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
$40.3B
AUM Growth
+$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$875M
2
+$643M
3
+$29.9M
4
YUMC icon
Yum China
YUMC
+$12.5M
5
HDB icon
HDFC Bank
HDB
+$11.5M

Top Sells

1
+$619M
2
+$550M
3
+$488M
4
AMZN icon
Amazon
AMZN
+$344M
5
IT icon
Gartner
IT
+$264M

Sector Composition

1 Technology 35.03%
2 Consumer Discretionary 19.44%
3 Healthcare 17.02%
4 Communication Services 14.1%
5 Financials 14.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$270M 0.67%
2,256,727
-25,409
27
$173M 0.43%
1,267,259
-49,293
28
$120M 0.3%
545,332
+7,879
29
$68.9M 0.17%
781,913
-20,461
30
$66M 0.16%
367,091
+166,539
31
$57.3M 0.14%
48,386
-2,268
32
$50.8M 0.13%
786,604
-30,781
33
$46.3M 0.11%
63,864
-2,365
34
$39.9M 0.1%
765,200
-30,132
35
$35.3M 0.09%
128,099
-8,813
36
$32.2M 0.08%
923,274
+330,844
37
$25M 0.06%
127,240
+6,788
38
$23.6M 0.06%
3,196,407
-210,540
39
$20.6M 0.05%
1,688,501
+790,467
40
$19.4M 0.05%
333,893
+9,745
41
$14.5M 0.04%
230,102
-60,666
42
$14.4M 0.04%
73,038
-1,452
43
$13.8M 0.03%
473,007
-27,300
44
$13.1M 0.03%
58,485
+13,857
45
$12.9M 0.03%
130,892
-6,689
46
$12.7M 0.03%
1,376,117
+628,569
47
$12.5M 0.03%
+220,451
48
$10.9M 0.03%
277,481
-12,918
49
$9.99M 0.02%
49,914
-2,559
50
$9.94M 0.02%
91,640
-4,884
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