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
$37.4B
AUM Growth
+$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$699M
3
+$174M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$87.5M
5
ABT icon
Abbott
ABT
+$75.4M

Top Sells

1
+$792M
2
+$617M
3
+$216M
4
MSCI icon
MSCI
MSCI
+$209M
5
PYPL icon
PayPal
PYPL
+$159M

Sector Composition

1 Technology 35.74%
2 Healthcare 21.39%
3 Communication Services 16.78%
4 Financials 16.12%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.77M 0.01%
14,250
+2,279
52
$4.66M 0.01%
78,945
+34,244
53
$4.35M 0.01%
18,414
+2,724
54
$4.31M 0.01%
55,872
+11,678
55
$4.31M 0.01%
14,032
+2,202
56
$4.07M 0.01%
41,478
+20,533
57
$3.87M 0.01%
42,432
+8,450
58
$3.75M 0.01%
33,599
+5,225
59
$3.69M 0.01%
81,533
+12,853
60
$3.57M 0.01%
22,097
+3,492
61
$3.56M 0.01%
60,847
+9,594
62
$3.44M 0.01%
209,419
+32,936
63
$2.93M 0.01%
52,431
+8,220
64
$2.74M 0.01%
+55,360
65
$2.68M 0.01%
63,809
+10,064
66
– –
-5,231
67
– –
-13,089
68
– –
-22,763
69
– –
-93,546
70
– –
-50,300
1 2
3