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
$38.7B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$1.49B
3
+$340M
4
MSCI icon
MSCI
MSCI
+$337M
5
WDAY icon
Workday
WDAY
+$336M

Top Sells

1
+$1.83B
2
+$849M
3
+$791M
4
AMZN icon
Amazon
AMZN
+$723M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$646M

Sector Composition

1 Technology 40.68%
2 Healthcare 19.15%
3 Consumer Discretionary 15.8%
4 Financials 14.33%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M ﹤0.01%
5,504
-211
102
$1.07M ﹤0.01%
+1,863
103
$1.05M ﹤0.01%
95,972
-57,139
104
$992K ﹤0.01%
41,186
-4,959
105
$990K ﹤0.01%
+26,300
106
$932K ﹤0.01%
60,108
-13,004
107
$903K ﹤0.01%
9,628
-1,540
108
$902K ﹤0.01%
7,266
-369
109
$887K ﹤0.01%
8,371
-1,315
110
$769K ﹤0.01%
+4,722
111
$688K ﹤0.01%
8,813
-3,957
112
$493K ﹤0.01%
5,268
+1,268
113
$481K ﹤0.01%
+4,018
114
$466K ﹤0.01%
5,072
-86,820
115
$442K ﹤0.01%
5,004
-15,780
116
$421K ﹤0.01%
+10,634
117
$345K ﹤0.01%
5,189
-190
118
$250K ﹤0.01%
9,776
-9,154
119
– –
-17,855
120
– –
-105,500
121
– –
-10,419
122
– –
-808
123
– –
-2,442
124
– –
-8,283
125
– –
-46,054
2 3 4
5
6