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
$20.6B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$461M
2
+$268M
3
+$231M
4
V icon
Visa
V
+$73M
5
MSFT icon
Microsoft
MSFT
+$55.4M

Top Sells

1
+$235M
2
+$203M
3
+$191M
4
NKE icon
Nike
NKE
+$162M
5
ORLY icon
O'Reilly Automotive
ORLY
+$148M

Sector Composition

1 Technology 33.75%
2 Communication Services 17.7%
3 Financials 17.64%
4 Consumer Discretionary 15.08%
5 Healthcare 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$707K ﹤0.01%
53,440
+3,410
52
$660K ﹤0.01%
12,290
+940
53
$622K ﹤0.01%
4,845
+386
54
$597K ﹤0.01%
4,976
+373
55
$494K ﹤0.01%
12,242
+878
56
$339K ﹤0.01%
5,083
+404
57
– –
-45,228
58
– –
-17,823
59
– –
-8,876
60
– –
-10,580
1 2
3