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
$25.4B
AUM Growth
+$3.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$765M
2
+$548M
3
+$501M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.8M
5
V icon
Visa
V
+$52.1M

Top Sells

1
+$787M
2
+$172M
3
+$90.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M
5
MDSO
Medidata Solutions, Inc.
MDSO
+$1.27M

Sector Composition

1 Technology 32.4%
2 Financials 18.5%
3 Communication Services 16.79%
4 Healthcare 14.64%
5 Consumer Discretionary 13.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$946K ﹤0.01%
+10,973
52
$930K ﹤0.01%
3,065
+420
53
$912K ﹤0.01%
27,936
+3,772
54
$888K ﹤0.01%
13,603
+1,845
55
$884K ﹤0.01%
20,569
+2,800
56
$877K ﹤0.01%
63,165
+8,530
57
$841K ﹤0.01%
+12,076
58
$820K ﹤0.01%
22,846
+3,138
59
$807K ﹤0.01%
14,331
+1,939
60
$744K ﹤0.01%
5,818
+790
61
$618K ﹤0.01%
5,636
+773
62
$453K ﹤0.01%
1,712
-4,520
63
– –
-13,864
64
– –
-12,115
1 2
3