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

Top Buys

1
+$712M
2
+$344M
3
+$335M
4
V icon
Visa
V
+$307M
5
ABT icon
Abbott
ABT
+$302M

Top Sells

1
+$1.39B
2
+$864M
3
+$666M
4
AMZN icon
Amazon
AMZN
+$336M
5
NFLX icon
Netflix
NFLX
+$147M

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
– –
-34,863
105
– –
-662
106
– –
-15,875
107
– –
-15,147
108
– –
-42,083
109
– –
-8,412
110
– –
-253,643
1 2 3 4
5