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
$31.8B
AUM Growth
-$5.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$877M
2
+$531M
3
+$382M
4
ORCL icon
Oracle
ORCL
+$307M
5
ZTS icon
Zoetis
ZTS
+$218M

Top Sells

1
+$808M
2
+$799M
3
+$667M
4
NOW icon
ServiceNow
NOW
+$660M
5
NVO icon
Novo Nordisk
NVO
+$446M

Sector Composition

1 Technology 35.29%
2 Healthcare 20%
3 Financials 19.94%
4 Consumer Discretionary 15.63%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-15,037
127
– –
-1,238
128
– –
-41,273
129
– –
-14,529
130
– –
-3,105
131
– –
-98,057
2 3 4 5
6