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
$15.3B
AUM Growth
-$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$452M
2
+$133M
3
+$39.4M
4
ADBE icon
Adobe
ADBE
+$37.9M
5
V icon
Visa
V
+$33.6M

Top Sells

1
+$331M
2
+$127M
3
+$127M
4
ALGN icon
Align Technology
ALGN
+$83.3M
5
MDSO
Medidata Solutions, Inc.
MDSO
+$40.8M

Sector Composition

1 Technology 36.69%
2 Consumer Discretionary 20.18%
3 Communication Services 15.79%
4 Healthcare 11.46%
5 Financials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515K ﹤0.01%
8,201
+4,576
52
$509K ﹤0.01%
+19,650
53
$497K ﹤0.01%
2,262
+716
54
$492K ﹤0.01%
46,750
+14,875
55
$460K ﹤0.01%
3,961
+1,268
56
$440K ﹤0.01%
4,301
-454
57
$326K ﹤0.01%
10,570
+3,382
58
$223K ﹤0.01%
+1,794
59
– –
-3,903
60
– –
-17,323
1 2
3