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
$51.3B
AUM Growth
-$8.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$866M
2
+$629M
3
+$605M
4
ADBE icon
Adobe
ADBE
+$557M
5
ABNB icon
Airbnb
ABNB
+$520M

Top Sells

1
+$1.15B
2
+$1.12B
3
+$587M
4
IT icon
Gartner
IT
+$357M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$325M

Sector Composition

1 Technology 31.01%
2 Communication Services 18.41%
3 Healthcare 17.91%
4 Consumer Discretionary 16.12%
5 Financials 15.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.02%
191,301
-8,474
52
$12.1M 0.02%
102,941
-53,518
53
$11.5M 0.02%
520,952
-22,964
54
$11.3M 0.02%
154,697
-4,879
55
$10.7M 0.02%
+88,403
56
$9.87M 0.02%
744,672
+40,172
57
$9.46M 0.02%
625,659
+533,970
58
$9.29M 0.02%
144,236
-9,145
59
$8.02M 0.02%
143,837
-694
60
$7.44M 0.01%
128,245
-7,996
61
$7.42M 0.01%
+96,064
62
$7.39M 0.01%
+255,081
63
$6.32M 0.01%
30,690
-11,171
64
$6.26M 0.01%
285,540
-18,177
65
$5.97M 0.01%
30,498
-27,094
66
$5.35M 0.01%
15,457
+3,577
67
$5.16M 0.01%
109,608
+28,755
68
$4.47M 0.01%
35,976
+9,169
69
$4.2M 0.01%
25,392
+3,710
70
$4.13M 0.01%
8,853
+1,114
71
$3.94M 0.01%
12,081
+1,789
72
$3.89M 0.01%
38,955
-42,972
73
$2.91M 0.01%
92,832
+3,196
74
$2.85M 0.01%
35,201
+30,512
75
$2.69M 0.01%
41,114
+5,533
1 2
3
4