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
$39.9B
AUM Growth
-$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$918M
2
+$730M
3
+$102M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$80.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$17.8M

Top Sells

1
+$1.21B
2
+$1.16B
3
+$925M
4
MSFT icon
Microsoft
MSFT
+$304M
5
ALGN icon
Align Technology
ALGN
+$289M

Sector Composition

1 Technology 34.88%
2 Consumer Discretionary 20.19%
3 Healthcare 19.32%
4 Financials 12.79%
5 Communication Services 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M ﹤0.01%
73,112
-5,078
102
$892K ﹤0.01%
+2,315
103
$759K ﹤0.01%
7,635
-8,020
104
$741K ﹤0.01%
12,770
-36,708
105
$677K ﹤0.01%
+16,545
106
$554K ﹤0.01%
18,930
-51,401
107
$506K ﹤0.01%
10,419
+9
108
$407K ﹤0.01%
+808
109
$399K ﹤0.01%
5,379
-5,187
110
$382K ﹤0.01%
4,000
111
– –
-98,635
112
– –
-19,642
113
– –
-9,250
114
– –
-13,617
115
– –
-50,490
1 2 3 4
5