Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$16.9M
3
+$15.3M
4
BKNG icon
Booking.com
BKNG
+$15.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.7M

Top Sells

1
+$101M
2
+$13.3M
3
+$3.72M
4
TJX icon
TJX Companies
TJX
+$269K

Sector Composition

1 Technology 33.91%
2 Consumer Discretionary 20.39%
3 Communication Services 18.15%
4 Healthcare 14.37%
5 Financials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K ﹤0.01%
+4,537
52
$221K ﹤0.01%
+18,290
53
$219K ﹤0.01%
+4,158
54
– –
-7,290
1 2
3