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
$37.9B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.01B
2
+$44.5M
3
+$27.1M
4
PYPL icon
PayPal
PYPL
+$21M
5
LVS icon
Las Vegas Sands
LVS
+$18.1M

Top Sells

1
+$587M
2
+$547M
3
+$526M
4
V icon
Visa
V
+$132M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$129M

Sector Composition

1 Technology 36.27%
2 Healthcare 18.69%
3 Consumer Discretionary 18.62%
4 Financials 13.08%
5 Communication Services 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.93M 0.02%
79,811
-2,105
52
$8.38M 0.02%
209,456
-1,411
53
$8.21M 0.02%
122,239
-851
54
$8.11M 0.02%
62,362
-31,884
55
$7.56M 0.02%
150,357
-820
56
$7.31M 0.02%
108,876
-1,102
57
$7.31M 0.02%
373,905
+63,452
58
$7.21M 0.02%
57,940
-1,146
59
$6.88M 0.02%
+747,548
60
$6.55M 0.02%
202,352
-4,627
61
$6.02M 0.02%
670,775
+461,948
62
$5.98M 0.02%
42,447
+27,327
63
$5.94M 0.02%
727,766
-3,813
64
$5.92M 0.02%
140,021
-3,081
65
$5.06M 0.01%
70,197
-44,468
66
$4.89M 0.01%
16,072
-318
67
$4.75M 0.01%
19,516
+7,292
68
$4.56M 0.01%
46,405
-512
69
$4.38M 0.01%
12,353
+5,645
70
$4.31M 0.01%
31,453
-698
71
$4.24M 0.01%
86,931
-339,493
72
$3.82M 0.01%
+150,393
73
$3.65M 0.01%
345,119
-4,507
74
$3.54M 0.01%
88,403
75
$3.18M 0.01%
+367,513
1 2
3
4