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
$43.3B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$712M
2
+$344M
3
+$335M
4
V icon
Visa
V
+$307M
5
ABT icon
Abbott
ABT
+$302M

Top Sells

1
+$1.39B
2
+$864M
3
+$666M
4
AMZN icon
Amazon
AMZN
+$336M
5
NFLX icon
Netflix
NFLX
+$147M

Sector Composition

1 Technology 35.47%
2 Consumer Discretionary 20.75%
3 Healthcare 19.51%
4 Communication Services 12.55%
5 Financials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$277M 0.64%
830,116
+10,500
27
$249M 0.57%
1,274,726
+32,032
28
$126M 0.29%
502,060
-1,212
29
$101M 0.23%
498,574
+140,604
30
$92.9M 0.21%
1,065,609
+82,105
31
$76.3M 0.18%
136,056
+750
32
$64.1M 0.15%
830,755
+50,879
33
$50.3M 0.12%
33,280
-9,900
34
$49.6M 0.11%
51,109
+3,333
35
$39.8M 0.09%
1,421,100
+294,446
36
$29.8M 0.07%
2,662,781
+66,412
37
$25.5M 0.06%
75,786
-339,609
38
$25.1M 0.06%
500,827
+32,879
39
$22.9M 0.05%
249,900
-356,690
40
$18.8M 0.04%
1,279,920
+77,679
41
$14.4M 0.03%
377,944
+37,483
42
$12.7M 0.03%
1,287,304
-243,304
43
$12.2M 0.03%
307,085
+35,719
44
$12M 0.03%
231,956
-680
45
$11.5M 0.03%
90,022
-37,276
46
$11M 0.03%
520,467
+110,718
47
$10.4M 0.02%
91,919
-3,484
48
$9.87M 0.02%
310,415
+221,765
49
$9.86M 0.02%
35,705
-730
50
$9.67M 0.02%
546,482
+255,592
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