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
$38B
AUM Growth
-$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$719M
2
+$335M
3
+$71.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$45.6M
5
WDAY icon
Workday
WDAY
+$16.8M

Top Sells

1
+$616M
2
+$354M
3
+$157M
4
NOW icon
ServiceNow
NOW
+$123M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$110M

Sector Composition

1 Technology 34.16%
2 Healthcare 18.91%
3 Consumer Discretionary 18.44%
4 Communication Services 14.02%
5 Financials 13.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.03%
236,217
+10,431
52
$10.4M 0.03%
114,795
-1,653
53
$9.77M 0.03%
731,683
+85,370
54
$8.95M 0.02%
90,372
-1,268
55
$8.95M 0.02%
58,692
-1,273
56
$8.84M 0.02%
49,140
-774
57
$8.65M 0.02%
141,435
-2,097
58
$6.58M 0.02%
483,103
+61,499
59
$6.42M 0.02%
430,530
+72,552
60
$6.42M 0.02%
115,799
-1,860
61
$6.33M 0.02%
34,652
-5,258
62
$5.91M 0.02%
74,498
-1,710
63
$5.89M 0.02%
+304,600
64
$5.84M 0.02%
40,159
-826
65
$5.7M 0.02%
99,427
-1,603
66
$5.05M 0.01%
108,156
+6,451
67
$5.01M 0.01%
54,287
+29,531
68
$4.9M 0.01%
+56,381
69
$4.87M 0.01%
369,840
+40,982
70
$4.87M 0.01%
18,404
-239
71
$4.81M 0.01%
12,460
-100
72
$4.76M 0.01%
+61,710
73
$4.56M 0.01%
215,037
+22,377
74
$4.49M 0.01%
17,334
+1,352
75
$3.94M 0.01%
34,492
-692
1 2
3
4 5