Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $32.6B
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38B
AUM Growth
-$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$719M
2 +$335M
3 +$71.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$45.6M
5
WDAY icon
Workday
WDAY
+$16.8M

Top Sells

1 +$616M
2 +$354M
3 +$157M
4
NOW icon
ServiceNow
NOW
+$123M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$110M

Sector Composition

1 Technology 34.16%
2 Healthcare 18.91%
3 Consumer Discretionary 18.44%
4 Communication Services 14.02%
5 Financials 13.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,388
102
-262,203
103
-51,576
104
-694,005
105
-67,792
106
-486,386