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
$41.5B
AUM Growth
+$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.05B
2
+$67.9M
3
+$67.9M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$55.4M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$37.7M

Top Sells

1
+$12.2B
2
+$1.15B
3
+$433M
4
AMZN icon
Amazon
AMZN
+$171M
5
NOW icon
ServiceNow
NOW
+$140M

Sector Composition

1 Technology 39.1%
2 Consumer Discretionary 18.79%
3 Healthcare 15.14%
4 Financials 13.9%
5 Communication Services 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.03%
36,435
-19,490
52
$9.09M 0.02%
35,410
-13,730
53
$8.51M 0.02%
164,441
-71,776
54
$8.33M 0.02%
128,913
-12,522
55
$7.92M 0.02%
77,996
+3,498
56
$7.63M 0.02%
517,630
+87,100
57
$7.56M 0.02%
+187,140
58
$7.12M 0.02%
253,643
-199,280
59
$6.93M 0.02%
111,004
-4,795
60
$6.9M 0.02%
489,598
+119,758
61
$6.79M 0.02%
409,749
-73,354
62
$6.58M 0.02%
577,430
-154,253
63
$6.49M 0.02%
30,457
-46,971
64
$6.46M 0.02%
95,726
+5,354
65
$6.21M 0.02%
31,660
-27,032
66
$5.96M 0.01%
+46,135
67
$5.94M 0.01%
36,628
-3,531
68
$5.83M 0.01%
290,890
-13,710
69
$5.33M 0.01%
1,192,170
-30,791
70
$5.18M 0.01%
66,498
-32,929
71
$5.17M 0.01%
165,456
+142,362
72
$5.17M 0.01%
357,970
-10,522
73
$5.17M 0.01%
563,327
+90,214
74
$5.17M 0.01%
+1,774
75
$5.17M 0.01%
+25,236
1 2
3
4 5