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
$37B
AUM Growth
-$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$667M
2
+$491M
3
+$347M
4
ZTS icon
Zoetis
ZTS
+$200M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$134M

Top Sells

1
+$1.27B
2
+$597M
3
+$495M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$308M
5
IT icon
Gartner
IT
+$292M

Sector Composition

1 Technology 40.34%
2 Healthcare 17.01%
3 Financials 14.96%
4 Consumer Discretionary 14.84%
5 Communication Services 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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130
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-163,232
131
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-144,294
132
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-2,397
133
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-7,483
2 3 4 5
6