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
$51.3B
AUM Growth
-$8.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$866M
2
+$629M
3
+$605M
4
ADBE icon
Adobe
ADBE
+$557M
5
ABNB icon
Airbnb
ABNB
+$520M

Top Sells

1
+$1.15B
2
+$1.12B
3
+$587M
4
IT icon
Gartner
IT
+$357M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$325M

Sector Composition

1 Technology 31.01%
2 Communication Services 18.41%
3 Healthcare 17.91%
4 Consumer Discretionary 16.12%
5 Financials 15.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.64M 0.01%
5,939
-3,358
77
$2.53M ﹤0.01%
+15,972
78
$2.51M ﹤0.01%
36,285
+1,214
79
$1.22M ﹤0.01%
41,184
80
$1.15M ﹤0.01%
31,492
-2,861
81
$966K ﹤0.01%
1,383
-555
82
$928K ﹤0.01%
190,639
+72,500
83
$759K ﹤0.01%
62,029
+6,729
84
$745K ﹤0.01%
4,555
-113,670
85
$709K ﹤0.01%
15,525
86
$637K ﹤0.01%
2,863
-1,275
87
$485K ﹤0.01%
4,486
-183,834
88
$349K ﹤0.01%
4,216
89
$315K ﹤0.01%
134
90
$249K ﹤0.01%
+1,215
91
– –
-10,995
92
– –
-2,244
93
– –
-19,742
94
– –
-3,378
95
– –
-17,340
96
– –
-12,139
97
– –
-35,513
1 2 3
4