Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $14.5B
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.8B
AUM Growth
-$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.38B
2
+$1.09B
3
+$591M
4
BSX icon
Boston Scientific
BSX
+$580M
5
INTU icon
Intuit
INTU
+$477M

Top Sells

1
+$966M
2
+$686M
3
+$606M
4
ADBE icon
Adobe
ADBE
+$538M
5
SHOP icon
Shopify
SHOP
+$492M

Sector Composition

1 Technology 46.94%
2 Financials 16.15%
3 Healthcare 15.52%
4 Consumer Discretionary 12.62%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.36M 0.03%
63,283
-1,026
52
$8.17M 0.03%
87,289
-17,673
53
$7.75M 0.03%
135,108
-137,873
54
$7.73M 0.03%
11,075
-18,371
55
$7.34M 0.02%
68,169
-12,811
56
$7.26M 0.02%
210,976
+196,914
57
$7.12M 0.02%
70,071
-5,448
58
$6.78M 0.02%
224,267
-276,208
59
$6.78M 0.02%
36,748
-4,289
60
$6.05M 0.02%
182,332
+120,127
61
$5.72M 0.02%
34,420
-5,163
62
$5.58M 0.02%
69,750
-7,692
63
$5.14M 0.02%
318,267
-37,198
64
$4.83M 0.02%
12,144
-1,677
65
$4.72M 0.02%
82,608
-2,159
66
$4.62M 0.02%
32,523
+13,157
67
$4.36M 0.01%
291,197
+148,940
68
$4.01M 0.01%
61,612
+39,530
69
$3.94M 0.01%
52,280
-6,195
70
$3.91M 0.01%
15,355
+6,829
71
$3.82M 0.01%
8,590
+1,868
72
$3.78M 0.01%
143,218
-27,678
73
$3.65M 0.01%
217,423
+82,401
74
$3.57M 0.01%
+339,427
75
$3.49M 0.01%
18,168
+4,196
1 2
3
4 5