Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $32.6B
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.2B
AUM Growth
+$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$177M
3
+$177M
4
META icon
Meta Platforms (Facebook)
META
+$170M
5
ABT icon
Abbott
ABT
+$148M

Top Sells

1
+$435M
2
+$50.8M
3
+$4.66M
4
FND icon
Floor & Decor
FND
+$3.89M
5
TREX icon
Trex
TREX
+$3.79M

Sector Composition

1 Technology 34.28%
2 Communication Services 21.12%
3 Healthcare 18.69%
4 Financials 14.5%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$860K ﹤0.01%
55,574
+360
77
$442K ﹤0.01%
12,662
78
$437K ﹤0.01%
+17,340
79
$434K ﹤0.01%
+7,552
80
$337K ﹤0.01%
+3,330
81
$266K ﹤0.01%
+9,140
82
– –
-17,034
83
– –
-40,703
1 2 3
4