Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.8B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$372M
3
+$352M
4
CRM icon
Salesforce
CRM
+$208M
5
ICLR icon
Icon
ICLR
+$56.2M

Top Sells

1
+$738M
2
+$494M
3
+$471M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$135M
5
AMZN icon
Amazon
AMZN
+$40.8M

Sector Composition

1 Technology 33.51%
2 Communication Services 18.51%
3 Consumer Discretionary 17.89%
4 Healthcare 15.48%
5 Financials 13.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M ﹤0.01%
32,342
+104
77
$1.25M ﹤0.01%
5,060
+10
78
$1.03M ﹤0.01%
43,453
-670
79
$955K ﹤0.01%
82,917
+390
80
$915K ﹤0.01%
4,650
-35
81
$877K ﹤0.01%
215,949
-3,900
82
$730K ﹤0.01%
3,897
-3,434,501
83
$656K ﹤0.01%
21,752
-216
84
$296K ﹤0.01%
+5,875
85
– –
-25,562
86
– –
-4,783
1 2 3
4