Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $32.6B
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.2B
AUM Growth
+$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$177M
3
+$177M
4
META icon
Meta Platforms (Facebook)
META
+$170M
5
ABT icon
Abbott
ABT
+$148M

Top Sells

1
+$435M
2
+$50.8M
3
+$4.66M
4
FND icon
Floor & Decor
FND
+$3.89M
5
TREX icon
Trex
TREX
+$3.79M

Sector Composition

1 Technology 34.28%
2 Communication Services 21.12%
3 Healthcare 18.69%
4 Financials 14.5%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.5M 0.02%
147,793
+9,192
52
$12.4M 0.02%
111,226
+6,709
53
$12.3M 0.02%
138,067
+8,552
54
$11M 0.02%
134,682
+8,401
55
$10.1M 0.02%
104,059
+6,257
56
$9.72M 0.02%
42,630
+2,668
57
$8.94M 0.02%
162,824
+32,066
58
$7.53M 0.01%
109,101
+6,572
59
$7.2M 0.01%
37,738
+2,267
60
$7.14M 0.01%
70,930
+4,265
61
$7.01M 0.01%
95,648
+5,747
62
$4.82M 0.01%
82,415
+5,942
63
$4.81M 0.01%
63,384
-18,222
64
$4.2M 0.01%
10,104
-2,875
65
$3.85M 0.01%
+49,723
66
$3.63M 0.01%
26,370
+1,857
67
$3.62M 0.01%
26,741
-34,420
68
$3.27M 0.01%
+8,997
69
$3.18M 0.01%
31,114
-37,095
70
$3.01M 0.01%
17,229
+1,262
71
$2.58M ﹤0.01%
78,220
+5,372
72
$2.41M ﹤0.01%
+47,805
73
$2.23M ﹤0.01%
31,508
+200
74
$2.16M ﹤0.01%
15,520
+1,107
75
$1.4M ﹤0.01%
+38,164
1 2
3
4