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
$17.6B
AUM Growth
+$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$703M
2
+$327M
3
+$44.7M
4
MSFT icon
Microsoft
MSFT
+$13M
5
BKNG icon
Booking.com
BKNG
+$9.09M

Top Sells

1
+$412M
2
+$183M
3
+$136M
4
ALGN icon
Align Technology
ALGN
+$100M
5
RENX
RELX N.V.
RENX
+$4.21M

Sector Composition

1 Technology 39.12%
2 Consumer Discretionary 20.54%
3 Healthcare 13.15%
4 Communication Services 12.97%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$461K ﹤0.01%
11,342
+952
52
$432K ﹤0.01%
7,902
+661
53
$422K ﹤0.01%
31,875
+2,650
54
$385K ﹤0.01%
3,842
+319
55
$371K ﹤0.01%
2,693
+228
56
$356K ﹤0.01%
1,546
+479
57
$344K ﹤0.01%
+3,625
58
$272K ﹤0.01%
7,188
+597
59
– –
-1,281
60
– –
-4,146
61
– –
-3,636
62
– –
-197,501
1 2
3