Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $14.5B
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.8B
AUM Growth
-$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.38B
2
+$1.09B
3
+$591M
4
BSX icon
Boston Scientific
BSX
+$580M
5
INTU icon
Intuit
INTU
+$477M

Top Sells

1
+$966M
2
+$686M
3
+$606M
4
ADBE icon
Adobe
ADBE
+$538M
5
SHOP icon
Shopify
SHOP
+$492M

Sector Composition

1 Technology 46.94%
2 Financials 16.15%
3 Healthcare 15.52%
4 Consumer Discretionary 12.62%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.24M 0.01%
38,622
-6,994
77
$3.18M 0.01%
+22,529
78
$3.08M 0.01%
60,223
+41,906
79
$3.01M 0.01%
83,543
-1,883
80
$2.92M 0.01%
324,372
+110,006
81
$2.81M 0.01%
47,291
+70
82
$2.76M 0.01%
19,539
-847
83
$2.67M 0.01%
29,861
+12,575
84
$2.55M 0.01%
+34,760
85
$2.5M 0.01%
30,866
-16,127
86
$2.48M 0.01%
12,429
-192
87
$2.47M 0.01%
+11,214
88
$2.46M 0.01%
53,993
+4,202
89
$2.44M 0.01%
9,284
-769,932
90
$2.42M 0.01%
33,096
+3,069
91
$2.36M 0.01%
188,274
+73,729
92
$2.36M 0.01%
28,363
+6,787
93
$2.25M 0.01%
75,870
+41,387
94
$2.24M 0.01%
232,913
+57,775
95
$2.17M 0.01%
23,719
-10,812
96
$2.03M 0.01%
28,459
+3,570
97
$2.01M 0.01%
50,920
-662
98
$1.96M 0.01%
10,395
-2,747
99
$1.96M 0.01%
+23,823
100
$1.88M 0.01%
36,164
+515
2 3
4
5 6