Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $30.8B
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
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
+$605M
2
+$330M
3
+$312M
4
CRM icon
Salesforce
CRM
+$177M
5
SAP icon
SAP
SAP
+$50.1M

Top Sells

1
+$643M
2
+$424M
3
+$411M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$121M
5
AMZN icon
Amazon
AMZN
+$36.5M

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