Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $14.5B
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.8B
AUM Growth
-$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.38B
2
+$1.09B
3
+$591M
4
BSX icon
Boston Scientific
BSX
+$580M
5
INTU icon
Intuit
INTU
+$477M

Top Sells

1
+$966M
2
+$686M
3
+$606M
4
ADBE icon
Adobe
ADBE
+$538M
5
SHOP icon
Shopify
SHOP
+$492M

Sector Composition

1 Technology 46.94%
2 Financials 16.15%
3 Healthcare 15.52%
4 Consumer Discretionary 12.62%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.21M ﹤0.01%
16,343
-1,639
127
$1.2M ﹤0.01%
19,858
-2,426
128
$1.19M ﹤0.01%
11,709
+17
129
$1.17M ﹤0.01%
18,135
-3,251
130
$1.13M ﹤0.01%
95,306
-68,292
131
$1.12M ﹤0.01%
40,688
+60
132
$1.11M ﹤0.01%
3,273
-296
133
$1.11M ﹤0.01%
5,660
+8
134
$1.08M ﹤0.01%
133,191
+197
135
$1.08M ﹤0.01%
17,271
+7,088
136
$1.08M ﹤0.01%
11,460
+5,626
137
$1.04M ﹤0.01%
110,370
+57,381
138
$1.04M ﹤0.01%
1,909
-186
139
$1.03M ﹤0.01%
60,486
+11,296
140
$1.01M ﹤0.01%
88,476
+20,254
141
$986K ﹤0.01%
16,673
-5,265
142
$981K ﹤0.01%
234,626
-166,699
143
$978K ﹤0.01%
13,339
-2,168
144
$973K ﹤0.01%
6,009
-123
145
$964K ﹤0.01%
+28,871
146
$919K ﹤0.01%
31,258
+14,283
147
$904K ﹤0.01%
32,740
-16,403
148
$889K ﹤0.01%
3,752
-1,237
149
$872K ﹤0.01%
18,108
+7,152
150
$858K ﹤0.01%
6,478
+2,614
4 5
6
7 8