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
$35.8B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$605M
2
+$330M
3
+$312M
4
CRM icon
Salesforce
CRM
+$177M
5
SAP icon
SAP
SAP
+$50.1M

Top Sells

1
+$643M
2
+$424M
3
+$411M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$121M
5
AMZN icon
Amazon
AMZN
+$36.5M

Sector Composition

1 Technology 33.51%
2 Communication Services 18.51%
3 Consumer Discretionary 17.89%
4 Healthcare 15.48%
5 Financials 13.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.26M 0.02%
69,356
+7,026
52
$7.01M 0.02%
591,723
+153,725
53
$6.87M 0.02%
319,451
+93,880
54
$6.66M 0.02%
842,779
+71,016
55
$6.4M 0.02%
211,853
+84,133
56
$6.29M 0.02%
+83,011
57
$6.13M 0.02%
18,563
+5,241
58
$6.02M 0.02%
136,138
+13,627
59
$5.34M 0.01%
122,342
-9,866
60
$5.33M 0.01%
153,252
+61,711
61
$5.33M 0.01%
399,804
+32,195
62
$5.11M 0.01%
119,193
+55,075
63
$4.36M 0.01%
585,165
+44,551
64
$4.27M 0.01%
106,695
-34,320
65
$3.9M 0.01%
37,428
+3,534
66
$3.48M 0.01%
49,531
+15,915
67
$3.24M 0.01%
88,403
68
$3.1M 0.01%
7,511
-173
69
$2.68M 0.01%
27,816
+2,711
70
$2.33M 0.01%
38,939
+210
71
$2.2M 0.01%
+13,325
72
$1.97M 0.01%
8,270
+35
73
$1.94M 0.01%
73,004
+252
74
$1.79M 0.01%
5,158
+122
75
$1.74M ﹤0.01%
17,372
+48
1 2
3
4