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
$41.5B
AUM Growth
+$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$998M
2
+$55.5M
3
+$32.8M
4
MDT icon
Medtronic
MDT
+$14.4M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$6.85M

Top Sells

1
+$1.03B
2
+$604M
3
+$157M
4
NOW icon
ServiceNow
NOW
+$125M
5
ADBE icon
Adobe
ADBE
+$97.3M

Sector Composition

1 Technology 39.1%
2 Consumer Discretionary 18.79%
3 Healthcare 15.14%
4 Financials 13.9%
5 Communication Services 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.17M 0.01%
+25,236
77
$5.05M 0.01%
92,273
-15,883
78
$4.88M 0.01%
16,745
-1,659
79
$4.85M 0.01%
172,888
-42,149
80
$4.69M 0.01%
27,075
-7,577
81
$4.38M 0.01%
42,083
-14,298
82
$4.23M 0.01%
34,628
+136
83
$3.95M 0.01%
13,785
-276
84
$3.49M 0.01%
31,263
-11,254
85
$3.47M 0.01%
21,333
-2,128
86
$3.4M 0.01%
45,416
+12,796
87
$3.39M 0.01%
16,397
-937
88
$3.07M 0.01%
57,064
-4,646
89
$2.78M 0.01%
34,322
+15,598
90
$2.73M 0.01%
88,650
-8,433
91
$2.61M 0.01%
8,412
+1,475
92
$2.6M 0.01%
+33,266
93
$2.58M 0.01%
6,166
-6,294
94
$2.55M 0.01%
4,038
+1,549
95
$2.45M 0.01%
11,117
+3,588
96
$2.22M 0.01%
26,873
-2,589
97
$2.01M ﹤0.01%
+56,575
98
$1.87M ﹤0.01%
+130,662
99
$1.73M ﹤0.01%
+22,383
100
$1.5M ﹤0.01%
6,328
+1,323
1 2 3
4
5