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
176
$554K ﹤0.01%
+9,493
177
$552K ﹤0.01%
1,603
+63
178
$550K ﹤0.01%
2,766
+47
179
$540K ﹤0.01%
+12,567
180
$534K ﹤0.01%
2,727
-3,246
181
$527K ﹤0.01%
7,211
+1,296
182
$523K ﹤0.01%
17,237
+25
183
$512K ﹤0.01%
1,483
-4,691
184
$509K ﹤0.01%
+2,850
185
$504K ﹤0.01%
+1,659
186
$504K ﹤0.01%
+6,539
187
$503K ﹤0.01%
+4,977
188
$501K ﹤0.01%
4,972
189
$500K ﹤0.01%
+5,963
190
$480K ﹤0.01%
19,344
+729
191
$479K ﹤0.01%
+7,922
192
$477K ﹤0.01%
20,871
-7,935
193
$471K ﹤0.01%
2,926
-297
194
$452K ﹤0.01%
8,385
-11,618
195
$452K ﹤0.01%
8,290
+588
196
$450K ﹤0.01%
+3,413
197
$436K ﹤0.01%
+113,150
198
$434K ﹤0.01%
9,124
-3,510
199
$414K ﹤0.01%
1,302
-97
200
$408K ﹤0.01%
21,536
-26,464
6 7
8
9 10