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
$31.8B
AUM Growth
-$5.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$913M
2
+$504M
3
+$379M
4
ORCL icon
Oracle
ORCL
+$264M
5
ZTS icon
Zoetis
ZTS
+$216M

Top Sells

1
+$783M
2
+$775M
3
+$569M
4
NOW icon
ServiceNow
NOW
+$545M
5
NVO icon
Novo Nordisk
NVO
+$375M

Sector Composition

1 Technology 35.29%
2 Healthcare 20%
3 Financials 19.94%
4 Consumer Discretionary 15.63%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.87M 0.02%
31,338
+2,649
52
$5.84M 0.02%
261,506
+798
53
$5.65M 0.02%
109,117
+9,858
54
$5.41M 0.02%
14,589
-24,457
55
$5.39M 0.02%
139,619
-15,105
56
$5.23M 0.02%
627,551
+191
57
$5.22M 0.02%
32,295
-3,704
58
$4.92M 0.02%
29,648
-3,123
59
$4.92M 0.02%
544,653
-217,651
60
$4.77M 0.02%
21,160
+2,604
61
$4.57M 0.01%
78,742
+22,474
62
$4.48M 0.01%
86,045
+47
63
$4.35M 0.01%
69,325
+7,852
64
$4.23M 0.01%
33,409
-11,007
65
$4.21M 0.01%
68,124
-36,899
66
$3.93M 0.01%
30,902
-9,654
67
$3.86M 0.01%
49,466
+17,909
68
$3.6M 0.01%
53,317
+5,692
69
$3.44M 0.01%
160,282
-144,247
70
$3.35M 0.01%
124,892
-15,137
71
$3.26M 0.01%
58,768
-321,503
72
$3.25M 0.01%
116,917
-8,107
73
$3.07M 0.01%
30,665
+6,483
74
$3.01M 0.01%
15,249
+2,644
75
$2.79M 0.01%
16,512
+3,058
1 2
3
4 5