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
$14.1B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$392M
2
+$346M
3
+$171M
4
IT icon
Gartner
IT
+$158M
5
ORCL icon
Oracle
ORCL
+$30.4M

Top Sells

1
+$490M
2
+$399M
3
+$243M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.04M
5
AAPL icon
Apple
AAPL
+$1.9M

Sector Composition

1 Technology 38.12%
2 Consumer Discretionary 19.5%
3 Communication Services 14.14%
4 Healthcare 13.63%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K ﹤0.01%
+7,908
52
$284K ﹤0.01%
+3,878
53
$279K ﹤0.01%
+3,168
54
$260K ﹤0.01%
9,659
+4,932
55
$252K ﹤0.01%
+2,201
56
$248K ﹤0.01%
+3,138
57
– –
-44,856
58
– –
-4,675
1 2
3