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
$40.3B
AUM Growth
+$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$875M
2
+$643M
3
+$29.9M
4
YUMC icon
Yum China
YUMC
+$12.5M
5
HDB icon
HDFC Bank
HDB
+$11.5M

Top Sells

1
+$619M
2
+$550M
3
+$488M
4
AMZN icon
Amazon
AMZN
+$344M
5
IT icon
Gartner
IT
+$264M

Sector Composition

1 Technology 35.03%
2 Consumer Discretionary 19.44%
3 Healthcare 17.02%
4 Communication Services 14.1%
5 Financials 14.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.94M 0.01%
486,386
-25,268
77
$2.85M 0.01%
121,677
-5,926
78
$2.71M 0.01%
35,125
-3,746
79
$2.55M 0.01%
46,821
-6,071
80
$2.46M 0.01%
+13,110
81
$2.43M 0.01%
22,464
-861
82
$2.38M 0.01%
24,756
-85,656
83
$2.19M 0.01%
88,403
84
$1.92M ﹤0.01%
42,022
-30,864
85
$1.91M ﹤0.01%
29,170
-3,123
86
$1.62M ﹤0.01%
44,100
87
$1.33M ﹤0.01%
2,464
+1,148
88
$1.33M ﹤0.01%
15,676
-1,726
89
$1.25M ﹤0.01%
7,453
-804
90
$1.1M ﹤0.01%
+5,622
91
$1.04M ﹤0.01%
4,955
-514
92
$917K ﹤0.01%
18,638
-68,293
93
$795K ﹤0.01%
+2,808
94
$613K ﹤0.01%
+443
95
$523K ﹤0.01%
14,545
-1,394
96
$496K ﹤0.01%
613
-1,937
97
$396K ﹤0.01%
15,707
-2,415
98
$260K ﹤0.01%
+1,388
99
$206K ﹤0.01%
51,576
-58,800
100
– –
-150,393
1 2 3
4
5