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
$40.3B
AUM Growth
+$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$875M
2 +$643M
3 +$29.9M
4
YUMC icon
Yum China
YUMC
+$12.5M
5
HDB icon
HDFC Bank
HDB
+$11.5M

Top Sells

1 +$619M
2 +$550M
3 +$488M
4
AMZN icon
Amazon
AMZN
+$344M
5
IT icon
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 Change
in Stake
Capital Flow
101
-2,159