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
$37B
AUM Growth
-$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$465M
3
+$326M
4
ZTS icon
Zoetis
ZTS
+$182M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$137M

Top Sells

1
+$1.36B
2
+$625M
3
+$441M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$332M
5
IT icon
Gartner
IT
+$275M

Sector Composition

1 Technology 40.34%
2 Healthcare 17.01%
3 Financials 14.96%
4 Consumer Discretionary 14.84%
5 Communication Services 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.71M 0.01%
31,557
-1,371
77
$3.37M 0.01%
47,625
-7,125
78
$3.18M 0.01%
24,140
+7,847
79
$3.15M 0.01%
26,794
+22,776
80
$3.15M 0.01%
13,454
-7,268
81
$2.83M 0.01%
32,009
-3,085
82
$2.77M 0.01%
+12,605
83
$2.76M 0.01%
15,752
-2,211
84
$2.72M 0.01%
+24,182
85
$2.62M 0.01%
18,701
-1,803
86
$2.21M 0.01%
10,007
-3,374
87
$2.1M 0.01%
4,517
+336
88
$2.03M 0.01%
5,962
+2,290
89
$1.72M ﹤0.01%
43,162
+20,038
90
$1.63M ﹤0.01%
5,220
+1,145
91
$1.58M ﹤0.01%
29,021
-9,770
92
$1.53M ﹤0.01%
5,174
-2,065
93
$1.5M ﹤0.01%
20,760
-6,683
94
$1.44M ﹤0.01%
16,100
-3,330
95
$1.38M ﹤0.01%
12,603
-5
96
$1.37M ﹤0.01%
57,172
-2,936
97
$1.32M ﹤0.01%
3,906
-2,290
98
$1.3M ﹤0.01%
21,461
-96,863
99
$1.25M ﹤0.01%
41,273
-27,450
100
$1.15M ﹤0.01%
8,900
+4,178
2 3
4
5 6