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
$15.6B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$29.7M
3
+$24.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$20.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.3M

Top Sells

1
+$211M
2
+$90M
3
+$3.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.59M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.74M

Sector Composition

1 Technology 38.3%
2 Consumer Discretionary 18.68%
3 Communication Services 14.59%
4 Healthcare 13.69%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K ﹤0.01%
29,225
+3,180
52
$330K ﹤0.01%
9,849
+1,941
53
$306K ﹤0.01%
2,465
+264
54
$295K ﹤0.01%
3,523
+385
55
$289K ﹤0.01%
3,636
-107
56
$253K ﹤0.01%
1,281
-571
57
$253K ﹤0.01%
+6,591
58
$228K ﹤0.01%
1,067
+118
59
$207K ﹤0.01%
+4,146
1 2
3