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
$39.9B
AUM Growth
-$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$918M
2
+$730M
3
+$102M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$80.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$17.8M

Top Sells

1
+$1.21B
2
+$1.16B
3
+$925M
4
MSFT icon
Microsoft
MSFT
+$304M
5
ALGN icon
Align Technology
ALGN
+$289M

Sector Composition

1 Technology 34.88%
2 Consumer Discretionary 20.19%
3 Healthcare 19.32%
4 Financials 12.79%
5 Communication Services 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.01%
35,457
-1,567
77
$2.39M 0.01%
8,064
-1,267
78
$2.34M 0.01%
153,111
+24,349
79
$2.29M 0.01%
51,083
-22,773
80
$2.26M 0.01%
20,784
-1,846
81
$2.09M 0.01%
39,371
+6,217
82
$2.08M 0.01%
17,111
-3,731
83
$2.02M 0.01%
8,283
-8,035
84
$2.01M 0.01%
2,442
-1,450
85
$2.01M 0.01%
9,888
+4,848
86
$1.96M ﹤0.01%
9,853
-1,555
87
$1.94M ﹤0.01%
32,925
-5,314
88
$1.84M ﹤0.01%
+14,572
89
$1.8M ﹤0.01%
20,103
-4,310
90
$1.62M ﹤0.01%
8,084
-81
91
$1.56M ﹤0.01%
3,110
-189
92
$1.47M ﹤0.01%
+7,595
93
$1.47M ﹤0.01%
46,145
-9,693
94
$1.41M ﹤0.01%
+25,574
95
$1.26M ﹤0.01%
+12,800
96
$1.25M ﹤0.01%
+9,686
97
$1.18M ﹤0.01%
5,715
-345
98
$1.07M ﹤0.01%
3,485
+189
99
$1.06M ﹤0.01%
11,168
-2,805
100
$1.04M ﹤0.01%
10,334
+6,859
1 2 3
4
5