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
$43.3B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$688M
2
+$381M
3
+$363M
4
ABT icon
Abbott
ABT
+$304M
5
V icon
Visa
V
+$304M

Top Sells

1
+$1.27B
2
+$859M
3
+$756M
4
AMZN icon
Amazon
AMZN
+$311M
5
NFLX icon
Netflix
NFLX
+$136M

Sector Composition

1 Technology 35.47%
2 Consumer Discretionary 20.75%
3 Healthcare 19.51%
4 Communication Services 12.55%
5 Financials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K ﹤0.01%
+4,000
102
$350K ﹤0.01%
3,475
-1,530
103
$232K ﹤0.01%
9,250
104
– –
-253,643
105
– –
-34,863
106
– –
-662
107
– –
-15,875
108
– –
-15,147
109
– –
-42,083
110
– –
-8,412
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5