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
$40.3B
AUM Growth
+$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$875M
2
+$643M
3
+$29.9M
4
YUMC icon
Yum China
YUMC
+$12.5M
5
HDB icon
HDFC Bank
HDB
+$11.5M

Top Sells

1
+$619M
2
+$550M
3
+$488M
4
AMZN icon
Amazon
AMZN
+$344M
5
IT icon
Gartner
IT
+$264M

Sector Composition

1 Technology 35.03%
2 Consumer Discretionary 19.44%
3 Healthcare 17.02%
4 Communication Services 14.1%
5 Financials 14.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.31M 0.02%
116,448
-5,916
52
$8.94M 0.02%
76,208
-3,603
53
$8.77M 0.02%
225,786
+16,330
54
$7.75M 0.02%
59,965
-2,397
55
$7.42M 0.02%
143,532
-6,825
56
$7.25M 0.02%
646,313
-24,462
57
$6.91M 0.02%
421,604
-9,482
58
$6.87M 0.02%
39,910
-18,030
59
$6.55M 0.02%
192,660
-9,692
60
$6.33M 0.02%
117,659
-4,580
61
$6.32M 0.02%
40,985
-1,462
62
$6.14M 0.02%
18,643
-873
63
$6.01M 0.01%
357,978
-15,927
64
$5.23M 0.01%
101,705
-38,316
65
$5.23M 0.01%
101,030
-7,846
66
$5.23M 0.01%
12,560
+207
67
$5.14M 0.01%
67,792
-2,405
68
$5.13M 0.01%
15,982
-90
69
$4.58M 0.01%
44,100
-2,305
70
$4.48M 0.01%
694,005
-33,761
71
$4.27M 0.01%
455,961
+88,448
72
$4.15M 0.01%
35,184
+13,751
73
$4.02M 0.01%
23,998
-7,455
74
$3.84M 0.01%
328,858
-16,261
75
$3.65M 0.01%
33,442
-1,210
1 2
3
4 5