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
$32.6B
AUM Growth
+$741M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$416M
3
+$234M
4
ADBE icon
Adobe
ADBE
+$208M
5
CSGP icon
CoStar Group
CSGP
+$25.9M

Top Sells

1
+$839M
2
+$548M
3
+$322M
4
MSFT icon
Microsoft
MSFT
+$256M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$155M

Sector Composition

1 Technology 38.58%
2 Financials 18%
3 Healthcare 17.78%
4 Consumer Discretionary 15.82%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
51
Vanguard Growth ETF
VUG
$196B
$5.66M 0.02%
12,907
-1,682
POWL icon
52
Powell Industries
POWL
$3.96B
$5.3M 0.02%
+25,173
VSEC icon
53
VSE Corp
VSEC
$3.9B
$5.18M 0.02%
+39,583
KARO icon
54
Karooooo
KARO
$1.39B
$4.15M 0.01%
84,767
+77,868
IESC icon
55
IES Holdings
IESC
$7.12B
$4.09M 0.01%
+13,821
CVNA icon
56
Carvana
CVNA
$45B
$3.94M 0.01%
+11,695
JOBY icon
57
Joby Aviation
JOBY
$13.5B
$3.75M 0.01%
+355,465
CATH icon
58
Global X S&P 500 Catholic Values ETF
CATH
$1.1B
$3.55M 0.01%
46,993
-6,324
DAVE icon
59
Dave Inc
DAVE
$2.92B
$3.39M 0.01%
+12,621
CCJ icon
60
Cameco
CCJ
$37.4B
$3.39M 0.01%
+45,616
SMR icon
61
NuScale Power
SMR
$3.88B
$3.38M 0.01%
+85,426
SOFI icon
62
SoFi Technologies
SOFI
$34.2B
$3.11M 0.01%
+170,896
NVDA icon
63
NVIDIA
NVDA
$4.55T
$2.69M 0.01%
+17,042
CRS icon
64
Carpenter Technology
CRS
$16.2B
$2.62M 0.01%
+9,475
ODD icon
65
ODDITY Tech
ODD
$2.33B
$2.55M 0.01%
+33,751
WRBY icon
66
Warby Parker
WRBY
$2.11B
$2.31M 0.01%
105,204
-41,867
CVLT icon
67
Commault Systems
CVLT
$5.58B
$2.29M 0.01%
+13,142
IRS
68
IRSA Inversiones y Representaciones
IRS
$1.21B
$2.28M 0.01%
+163,598
CRDO icon
69
Credo Technology Group
CRDO
$24.7B
$2.26M 0.01%
+24,417
LMB icon
70
Limbach Holdings
LMB
$839M
$2.2M 0.01%
+15,717
TSLA icon
71
Tesla
TSLA
$1.34T
$2.14M 0.01%
+6,722
HCI icon
72
HCI Group
HCI
$2.38B
$2.13M 0.01%
+13,972
ACHR icon
73
Archer Aviation
ACHR
$5.18B
$2.11M 0.01%
+194,666
AFRM icon
74
Affirm
AFRM
$24.2B
$2.08M 0.01%
+30,027
LOMA
75
Loma Negra
LOMA
$1.34B
$2.06M 0.01%
+187,687
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