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
$59.5B
AUM Growth
+$5.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$569M
3
+$136M
4
V icon
Visa
V
+$126M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$113M

Top Sells

1
+$939M
2
+$150M
3
+$57M
4
ICLR icon
Icon
ICLR
+$22.6M
5
ETSY icon
Etsy
ETSY
+$8.34M

Sector Composition

1 Technology 31.18%
2 Healthcare 19.48%
3 Communication Services 19.28%
4 Consumer Discretionary 16.22%
5 Financials 13.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.9M 0.03%
199,775
+39,964
52
$16.5M 0.03%
159,576
+37,726
53
$16.4M 0.03%
543,916
+218,960
54
$15.3M 0.03%
126,611
+26,269
55
$15.1M 0.03%
+323,557
56
$14.7M 0.02%
704,500
+211,001
57
$14.1M 0.02%
57,592
+11,347
58
$13.7M 0.02%
99,669
+22,186
59
$11.9M 0.02%
153,381
+34,154
60
$10.7M 0.02%
+303,717
61
$9.89M 0.02%
41,861
+5,820
62
$9.36M 0.02%
136,241
+31,719
63
$8.67M 0.01%
81,927
+78,120
64
$8.51M 0.01%
144,531
+44,652
65
$5.87M 0.01%
26,807
-38,080
66
$5.52M 0.01%
10,292
+2,996
67
$5M 0.01%
9,297
+1,668
68
$4.93M 0.01%
11,880
+2,434
69
$4.88M 0.01%
80,853
-5,048
70
$4.8M 0.01%
35,581
+3,405
71
$4.04M 0.01%
19,742
+1,890
72
$3.4M 0.01%
89,636
+8,576
73
$3.36M 0.01%
7,739
+1,563
74
$3.3M 0.01%
21,682
-5,646
75
$3.21M 0.01%
35,071
-16,444
1 2
3
4