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
126
-34,536
127
-1,008,705