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
$43B
AUM Growth
+$5.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$653M
2 +$119M
3 +$99.3M
4
MSFT icon
Microsoft
MSFT
+$96.7M
5
ADBE icon
Adobe
ADBE
+$88M

Top Sells

1 +$38.9M
2 +$16.8M
3 +$4.77M
4
ADP icon
Automatic Data Processing
ADP
+$4.48M
5
MASI icon
Masimo
MASI
+$4.35M

Sector Composition

1 Technology 34.77%
2 Healthcare 22.36%
3 Communication Services 16.69%
4 Financials 16.13%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-750,119