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
$54.5B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.5B
3
+$516M
4
ADSK icon
Autodesk
ADSK
+$250M
5
ICLR icon
Icon
ICLR
+$230M

Top Sells

1
+$1.69B
2
+$485M
3
+$451M
4
ADBE icon
Adobe
ADBE
+$312M
5
NOW icon
ServiceNow
NOW
+$276M

Sector Composition

1 Technology 30.42%
2 Communication Services 21.62%
3 Healthcare 17.97%
4 Consumer Discretionary 15.02%
5 Financials 14.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M ﹤0.01%
61,970
+14,165
77
$2.12M ﹤0.01%
16,074
+554
78
$1.3M ﹤0.01%
+2,155
79
$1.14M ﹤0.01%
38,584
+420
80
$1.11M ﹤0.01%
+5,234
81
$812K ﹤0.01%
2,707
-165,490
82
$710K ﹤0.01%
12,817
+5,265
83
$632K ﹤0.01%
+15,525
84
$516K ﹤0.01%
+10,995
85
$508K ﹤0.01%
70,049
+14,475
86
$448K ﹤0.01%
12,865
+203
87
$380K ﹤0.01%
3,807
+477
88
$367K ﹤0.01%
+4,216
89
$338K ﹤0.01%
11,897
+2,757
90
$318K ﹤0.01%
+134
91
$84K ﹤0.01%
17,340
92
– –
-735,429
93
– –
-26,741
94
– –
-63,384
1 2 3
4