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
$39.9B
AUM Growth
-$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$918M
2
+$730M
3
+$102M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$80.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$17.8M

Top Sells

1
+$1.21B
2
+$1.16B
3
+$925M
4
MSFT icon
Microsoft
MSFT
+$304M
5
ALGN icon
Align Technology
ALGN
+$289M

Sector Composition

1 Technology 34.88%
2 Consumer Discretionary 20.19%
3 Healthcare 19.32%
4 Financials 12.79%
5 Communication Services 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.72M 0.02%
953,716
-326,204
52
$7.45M 0.02%
463,853
-15,654
53
$7.44M 0.02%
1,008,705
-278,599
54
$7.41M 0.02%
129,053
-2,949
55
$7.3M 0.02%
+54,875
56
$7.14M 0.02%
17,341
+382
57
$6.7M 0.02%
64,711
-11,274
58
$6.21M 0.02%
201,365
-105,720
59
$5.73M 0.01%
46,054
-15,509
60
$5.04M 0.01%
104,007
-4,757
61
$4.85M 0.01%
25,775
-9,930
62
$4.83M 0.01%
20,006
-1,196,063
63
$4.6M 0.01%
120,632
-17,342
64
$4.54M 0.01%
29,787
-6,076
65
$4.43M 0.01%
78,267
-2,900
66
$4.37M 0.01%
17,855
-8,599
67
$4.25M 0.01%
+153,541
68
$3.88M 0.01%
80,541
-13,532
69
$3.65M 0.01%
55,803
+40,115
70
$3.65M 0.01%
25,568
-5,067
71
$3.24M 0.01%
34,536
+1,270
72
$3.17M 0.01%
61,781
+3,032
73
$3.04M 0.01%
+34,884
74
$2.95M 0.01%
105,500
-61,289
75
$2.69M 0.01%
+13,093
1 2
3
4 5