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
$37.9B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.01B
2
+$44.5M
3
+$27.1M
4
PYPL icon
PayPal
PYPL
+$21M
5
LVS icon
Las Vegas Sands
LVS
+$18.1M

Top Sells

1
+$587M
2
+$547M
3
+$526M
4
V icon
Visa
V
+$132M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$129M

Sector Composition

1 Technology 36.27%
2 Healthcare 18.69%
3 Consumer Discretionary 18.62%
4 Financials 13.08%
5 Communication Services 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.05M 0.01%
21,433
-575
77
$2.96M 0.01%
127,603
+81,350
78
$2.87M 0.01%
34,652
-995
79
$2.74M 0.01%
72,886
-2,742
80
$2.66M 0.01%
52,892
-184,322
81
$2.51M 0.01%
511,654
-8,305
82
$2.37M 0.01%
38,871
-1,458
83
$2.22M 0.01%
23,325
-53
84
$1.94M 0.01%
17,402
-588
85
$1.89M 0.01%
8,257
-292
86
$1.79M ﹤0.01%
2,550
-9
87
$1.57M ﹤0.01%
32,293
-1,195
88
$1.49M ﹤0.01%
+44,100
89
$1.1M ﹤0.01%
5,469
-219
90
$776K ﹤0.01%
110,376
+35,049
91
$659K ﹤0.01%
+1,316
92
$549K ﹤0.01%
15,939
-5,168
93
$458K ﹤0.01%
2,159
-2,701
94
$453K ﹤0.01%
+18,122
95
– –
-135,869
96
– –
-15,902
97
– –
-829,126
98
– –
-100,954
99
– –
-3,009
100
– –
-516,392
1 2 3
4