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
$32.6B
AUM Growth
+$741M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$416M
3
+$234M
4
ADBE icon
Adobe
ADBE
+$208M
5
CSGP icon
CoStar Group
CSGP
+$25.9M

Top Sells

1
+$839M
2
+$548M
3
+$322M
4
MSFT icon
Microsoft
MSFT
+$256M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$155M

Sector Composition

1 Technology 38.58%
2 Financials 18%
3 Healthcare 17.78%
4 Consumer Discretionary 15.82%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLPC icon
151
Preformed Line Products
PLPC
$990M
$903K ﹤0.01%
+5,652
PTGX icon
152
Protagonist Therapeutics
PTGX
$5.2B
$884K ﹤0.01%
+15,999
W icon
153
Wayfair
W
$13.9B
$884K ﹤0.01%
+17,286
HQY icon
154
HealthEquity
HQY
$8.57B
$864K ﹤0.01%
+8,243
OPFI icon
155
OppFi
OPFI
$268M
$850K ﹤0.01%
+60,773
ARLO icon
156
Arlo Technologies
ARLO
$1.6B
$834K ﹤0.01%
+49,190
STRL icon
157
Sterling Infrastructure
STRL
$10B
$823K ﹤0.01%
+3,569
METC icon
158
Ramaco Resources Class A
METC
$1.45B
$817K ﹤0.01%
+62,205
MIRM icon
159
Mirum Pharmaceuticals
MIRM
$3.56B
$789K ﹤0.01%
+15,507
IBP icon
160
Installed Building Products
IBP
$6.98B
$782K ﹤0.01%
4,335
-11,315
SYM icon
161
Symbotic
SYM
$6.63B
$777K ﹤0.01%
+20,003
RVLV icon
162
Revolve Group
RVLV
$1.52B
$764K ﹤0.01%
38,091
-122,191
AXON icon
163
Axon Enterprise
AXON
$44B
$763K ﹤0.01%
+922
SWIM icon
164
Latham Group
SWIM
$770M
$761K ﹤0.01%
+119,217
WLFC icon
165
Willis Lease Finance
WLFC
$878M
$753K ﹤0.01%
+5,277
PBI icon
166
Pitney Bowes
PBI
$1.49B
$744K ﹤0.01%
+68,222
PGY icon
167
Pagaya Technologies
PGY
$1.88B
$735K ﹤0.01%
+34,483
HNST icon
168
The Honest Company
HNST
$290M
$733K ﹤0.01%
+144,048
MRX
169
Marex Group
MRX
$2.49B
$731K ﹤0.01%
+18,523
KRNT icon
170
Kornit Digital
KRNT
$580M
$718K ﹤0.01%
+36,065
VT icon
171
Vanguard Total World Stock ETF
VT
$54.7B
$711K ﹤0.01%
5,534
-5,425
TIGO icon
172
Millicom
TIGO
$8.42B
$703K ﹤0.01%
+18,753
EVER icon
173
EverQuote
EVER
$907M
$697K ﹤0.01%
+28,806
HIMS icon
174
Hims & Hers Health
HIMS
$8.21B
$695K ﹤0.01%
+13,949
NTNX icon
175
Nutanix
NTNX
$18B
$689K ﹤0.01%
+9,011
5 6
7
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