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
$54.5B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.5B
3
+$516M
4
ADSK icon
Autodesk
ADSK
+$250M
5
ICLR icon
Icon
ICLR
+$230M

Top Sells

1
+$1.69B
2
+$485M
3
+$451M
4
ADBE icon
Adobe
ADBE
+$312M
5
NOW icon
ServiceNow
NOW
+$276M

Sector Composition

1 Technology 30.42%
2 Communication Services 21.62%
3 Healthcare 17.97%
4 Consumer Discretionary 15.02%
5 Financials 14.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.1M 0.02%
152,858
+13,341
52
$13.1M 0.02%
113,730
+9,671
53
$12.9M 0.02%
165,548
+12,835
54
$12.5M 0.02%
159,811
+12,018
55
$12.1M 0.02%
100,342
+7,728
56
$10.4M 0.02%
46,245
+3,615
57
$10.1M 0.02%
36,041
-1,697
58
$8.62M 0.02%
77,483
+6,553
59
$8.22M 0.02%
119,227
+10,126
60
$7.31M 0.01%
104,522
+8,874
61
$7.03M 0.01%
178,076
+15,252
62
$6.1M 0.01%
85,901
+3,486
63
$5.39M 0.01%
+99,879
64
$4.87M 0.01%
+7,296
65
$4.68M 0.01%
9,446
+449
66
$3.62M 0.01%
51,515
+1,792
67
$3.5M 0.01%
+7,629
68
$3.36M 0.01%
27,328
+958
69
$3.28M 0.01%
32,176
+1,062
70
$3.25M 0.01%
17,852
+623
71
$2.81M 0.01%
81,060
+2,840
72
$2.66M ﹤0.01%
+4,664
73
$2.63M ﹤0.01%
6,436
-3,668
74
$2.56M ﹤0.01%
32,063
+555
75
$2.46M ﹤0.01%
+6,176
1 2
3
4