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
$21.7B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$451M
2
+$80.8M
3
+$78.5M
4
V icon
Visa
V
+$59.3M
5
ADBE icon
Adobe
ADBE
+$55.3M

Top Sells

1
+$353M
2
+$939K
3
+$339K

Sector Composition

1 Technology 32.97%
2 Financials 19.2%
3 Communication Services 17.93%
4 Consumer Discretionary 14.29%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$781K ﹤0.01%
+8,209
52
$779K ﹤0.01%
13,540
+150
53
$732K ﹤0.01%
54,635
+1,195
54
$689K ﹤0.01%
11,758
+123
55
$682K ﹤0.01%
19,708
+7,466
56
$651K ﹤0.01%
12,392
+102
57
$634K ﹤0.01%
5,028
+52
58
$504K ﹤0.01%
4,863
+18
59
– –
-5,083
1 2
3