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
$59.5B
AUM Growth
+$5.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$569M
3
+$136M
4
V icon
Visa
V
+$126M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$113M

Top Sells

1
+$939M
2
+$150M
3
+$57M
4
ICLR icon
Icon
ICLR
+$22.6M
5
ETSY icon
Etsy
ETSY
+$8.34M

Sector Composition

1 Technology 31.18%
2 Healthcare 19.48%
3 Communication Services 19.28%
4 Consumer Discretionary 16.22%
5 Financials 13.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.06M 0.01%
91,689
+29,719
77
$2.26M ﹤0.01%
3,378
-1,286
78
$2.15M ﹤0.01%
35,513
+3,450
79
$1.68M ﹤0.01%
41,184
+2,600
80
$1.33M ﹤0.01%
34,353
+21,488
81
$1.22M ﹤0.01%
1,938
-217
82
$1.17M ﹤0.01%
+55,300
83
$976K ﹤0.01%
4,138
-1,096
84
$809K ﹤0.01%
118,139
+48,090
85
$731K ﹤0.01%
15,525
86
$610K ﹤0.01%
+4,689
87
$368K ﹤0.01%
4,216
88
$353K ﹤0.01%
12,139
+242
89
$324K ﹤0.01%
10,995
90
$321K ﹤0.01%
134
91
$267K ﹤0.01%
2,244
-478,707
92
$68K ﹤0.01%
17,340
93
– –
-2,707
94
– –
-6,436
95
– –
-16,074
96
– –
-178,076
1 2 3
4