Polen Capital Management Portfolio holdings
AUM
$32.6B
This Quarter Return
+11.47%
1 Year Return
+21.7%
3 Year Return
+98.91%
5 Year Return
+112.77%
10 Year Return
+516.13%
AUM
$40.3B
AUM Growth
+$40.3B
(+6.3%)
Cap. Flow
-$1.58B
Cap. Flow
% of AUM
-3.92%
Top 10 Holdings %
Top 10 Hldgs %
62.3%
Holding
102
New
7
Increased
15
Reduced
75
Closed
2
Top Buys
| 1 |
Workday
WDAY
|
$875M |
| 2 |
PayPal
PYPL
|
$643M |
| 3 |
Globant
GLOB
|
$29.9M |
| 4 |
Yum China
YUMC
|
$12.5M |
| 5 |
HDFC Bank
HDB
|
$11.5M |
Top Sells
| 1 |
Microsoft
MSFT
|
$619M |
| 2 |
Salesforce
CRM
|
$550M |
| 3 |
Autodesk
ADSK
|
$488M |
| 4 |
Amazon
AMZN
|
$344M |
| 5 |
Gartner
IT
|
$264M |
Sector Composition
| 1 | Technology | 35.03% |
| 2 | Consumer Discretionary | 19.44% |
| 3 | Healthcare | 17.02% |
| 4 | Communication Services | 14.1% |
| 5 | Financials | 14.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Meta Platforms (Facebook)
META
$1.85T
| – | – |
-2,159
| Closed | -$458K |
|