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
$43.3B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$712M
2
+$344M
3
+$335M
4
V icon
Visa
V
+$307M
5
ABT icon
Abbott
ABT
+$302M

Top Sells

1
+$1.39B
2
+$864M
3
+$666M
4
AMZN icon
Amazon
AMZN
+$336M
5
NFLX icon
Netflix
NFLX
+$147M

Sector Composition

1 Technology 35.47%
2 Consumer Discretionary 20.75%
3 Healthcare 19.51%
4 Communication Services 12.55%
5 Financials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.34M 0.02%
74,074
+27,939
52
$9.16M 0.02%
160,014
-27,126
53
$9.09M 0.02%
125,424
-3,489
54
$8.79M 0.02%
132,002
-19,969
55
$8.35M 0.02%
75,985
-2,011
56
$7.02M 0.02%
108,764
-2,240
57
$6.85M 0.02%
16,959
+89
58
$6.76M 0.02%
564,831
-12,599
59
$6.53M 0.02%
26,454
-621
60
$6.53M 0.02%
479,507
-10,091
61
$5.95M 0.01%
35,863
-765
62
$5.74M 0.01%
61,563
+26,935
63
$5.68M 0.01%
16,318
-427
64
$5.32M 0.01%
137,974
-26,467
65
$5.11M 0.01%
30,635
-1,025
66
$4.99M 0.01%
13,617
-21,793
67
$4.9M 0.01%
94,073
-1,653
68
$4.49M 0.01%
166,789
-6,099
69
$4.23M 0.01%
+81,167
70
$4.1M 0.01%
22,630
-7,827
71
$3.67M 0.01%
58,749
+13,333
72
$3.64M 0.01%
20,842
-491
73
$3.43M 0.01%
73,856
-18,417
74
$3.31M 0.01%
49,478
-20,745,006
75
$2.88M 0.01%
33,266
1 2
3
4 5