Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.3B
AUM Growth
+$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$776M
2 +$657M
3 +$27.3M
4
YUMC icon
Yum China
YUMC
+$13.3M
5
HDB icon
HDFC Bank
HDB
+$11.2M

Top Sells

1 +$570M
2 +$531M
3 +$477M
4
AMZN icon
Amazon
AMZN
+$301M
5
IT icon
Gartner
IT
+$246M

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 Change
in Stake
Capital Flow
101
-2,159