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

Top Buys

1 +$1.5B
2 +$1.27B
3 +$355M
4
WDAY icon
Workday
WDAY
+$324M
5
MSCI icon
MSCI
MSCI
+$313M

Top Sells

1 +$1.71B
2 +$843M
3 +$708M
4
NKE icon
Nike
NKE
+$702M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$654M

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
-2,442
127
-34,536