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
151
$857K ﹤0.01%
17,662
-1,091
152
$822K ﹤0.01%
25,247
-22,760
153
$791K ﹤0.01%
43,651
-24,729
154
$781K ﹤0.01%
81,485
-113,181
155
$777K ﹤0.01%
14,226
-1,678
156
$777K ﹤0.01%
+9,179
157
$766K ﹤0.01%
+72,088
158
$752K ﹤0.01%
51,700
+17,508
159
$745K ﹤0.01%
+4,850
160
$722K ﹤0.01%
2,461
-92,074
161
$716K ﹤0.01%
12,624
-1,325
162
$702K ﹤0.01%
23,308
+2,308
163
$696K ﹤0.01%
+10,490
164
$695K ﹤0.01%
33,395
-102,372
165
$691K ﹤0.01%
60,986
+213
166
$681K ﹤0.01%
78,137
+5,211
167
$673K ﹤0.01%
+18,060
168
$667K ﹤0.01%
+399,134
169
$656K ﹤0.01%
8,820
-191
170
$638K ﹤0.01%
5,690
-5,695
171
$636K ﹤0.01%
+4,528
172
$632K ﹤0.01%
4,586
-948
173
$592K ﹤0.01%
52,828
-28,904
174
$577K ﹤0.01%
6,652
+1,169
175
$571K ﹤0.01%
14,277
-19,392
5 6
7
8 9