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
$43.3B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$712M
2
+$344M
3
+$335M
4
V icon
Visa
V
+$307M
5
ABT icon
Abbott
ABT
+$302M

Top Sells

1
+$1.39B
2
+$864M
3
+$666M
4
AMZN icon
Amazon
AMZN
+$336M
5
NFLX icon
Netflix
NFLX
+$147M

Sector Composition

1 Technology 35.47%
2 Consumer Discretionary 20.75%
3 Healthcare 19.51%
4 Communication Services 12.55%
5 Financials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.01%
9,331
-4,454
77
$2.84M 0.01%
24,413
-823
78
$2.73M 0.01%
50,490
-6,574
79
$2.68M 0.01%
70,331
+3,833
80
$2.64M 0.01%
3,892
-146
81
$2.63M 0.01%
38,239
+3,917
82
$2.61M 0.01%
37,024
+14,641
83
$2.43M 0.01%
11,408
+291
84
$2.26M 0.01%
19,642
-470
85
$2.08M ﹤0.01%
128,762
-1,900
86
$2.03M ﹤0.01%
15,655
-15,608
87
$1.94M ﹤0.01%
55,838
-737
88
$1.92M ﹤0.01%
17,409
-84,181
89
$1.79M ﹤0.01%
8,165
+3,704
90
$1.77M ﹤0.01%
33,154
-132,302
91
$1.64M ﹤0.01%
6,060
-268
92
$1.46M ﹤0.01%
+13,973
93
$1.4M ﹤0.01%
3,299
-2,867
94
$1.33M ﹤0.01%
3,296
-99
95
$1.12M ﹤0.01%
98,635
-418,995
96
$1.06M ﹤0.01%
5,040
+3,266
97
$1.05M ﹤0.01%
10,566
-16,307
98
$998K ﹤0.01%
15,688
+10,300
99
$704K ﹤0.01%
78,190
100
$489K ﹤0.01%
+10,410
1 2 3
4
5