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
$38.7B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$1.49B
3
+$340M
4
MSCI icon
MSCI
MSCI
+$337M
5
WDAY icon
Workday
WDAY
+$336M

Top Sells

1
+$1.83B
2
+$849M
3
+$791M
4
AMZN icon
Amazon
AMZN
+$723M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$646M

Sector Composition

1 Technology 40.68%
2 Healthcare 19.15%
3 Consumer Discretionary 15.8%
4 Financials 14.33%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.9M 0.02%
987,283
+33,567
52
$6.99M 0.02%
+64,126
53
$6.77M 0.02%
414,405
-49,448
54
$6.54M 0.02%
147,407
-11,592
55
$6.47M 0.02%
118,324
-9,841
56
$6.2M 0.02%
+10,746
57
$6.07M 0.02%
362,120
+13,828
58
$5.95M 0.02%
59,928
-4,783
59
$5.3M 0.01%
+13,814
60
$5.27M 0.01%
35,383
+20,811
61
$5.13M 0.01%
28,137
-1,650
62
$5M 0.01%
14,964
-2,377
63
$4.83M 0.01%
78,267
64
$4.65M 0.01%
113,236
-7,396
65
$4.6M 0.01%
+21,357
66
$4.52M 0.01%
144,294
-9,247
67
$4.42M 0.01%
17,963
+4,870
68
$4.12M 0.01%
20,722
-5,053
69
$3.85M 0.01%
+23,332
70
$3.82M 0.01%
69,297
-34,710
71
$3.81M 0.01%
+163,232
72
$3.8M 0.01%
54,750
-1,053
73
$3.62M 0.01%
16,204
+8,609
74
$3.55M 0.01%
32,928
-1,956
75
$2.96M 0.01%
13,381
+3,493
1 2
3
4 5