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
201
$407K ﹤0.01%
792
-3,816
202
$407K ﹤0.01%
+141,709
203
$406K ﹤0.01%
2,669
-1,573
204
$395K ﹤0.01%
+538
205
$357K ﹤0.01%
+1,135
206
$353K ﹤0.01%
+21,567
207
$353K ﹤0.01%
2,572
-2,705
208
$349K ﹤0.01%
+2,000
209
$346K ﹤0.01%
+8,635
210
$332K ﹤0.01%
87,246
-42,942
211
$320K ﹤0.01%
40,133
+17,482
212
$316K ﹤0.01%
+693
213
$301K ﹤0.01%
3,011
-10,302
214
$259K ﹤0.01%
30,504
+45
215
$256K ﹤0.01%
3,815
-413
216
$247K ﹤0.01%
+2,998
217
$245K ﹤0.01%
3,509
-145
218
$240K ﹤0.01%
+21,080
219
$233K ﹤0.01%
+1,187
220
$226K ﹤0.01%
2,242
-1,219
221
$222K ﹤0.01%
+9,133
222
$215K ﹤0.01%
299
-623
223
$211K ﹤0.01%
+11,384
224
$208K ﹤0.01%
+753
225
$207K ﹤0.01%
+902
7 8
9
10 11