Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $32.6B
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$56.6M
3
+$53.2M
4
NKE icon
Nike
NKE
+$52.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$50.5M

Top Sells

1
+$14.8M

Sector Composition

1 Consumer Discretionary 25.5%
2 Technology 25.11%
3 Communication Services 18%
4 Healthcare 14.16%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$860M 8.01%
9,680,500
+707,827
2
$767M 7.14%
5,401,617
+398,164
3
$720M 6.7%
17,360,940
+1,216,320
4
$640M 5.96%
6,250,533
+479,558
5
$633M 5.89%
11,350,849
+940,716
6
$611M 5.69%
10,464,718
+737,343
7
$600M 5.58%
4,609,638
+311,512
8
$587M 5.46%
4,719,883
+367,311
9
$573M 5.33%
1,477,907
+137,258
10
$556M 5.17%
312,352
+19,630
11
$529M 4.92%
4,413,852
+324,386
12
$529M 4.92%
13,374,430
+994,808
13
$525M 4.88%
11,766,021
+901,756
14
$447M 4.16%
10,535,120
+775,920
15
$411M 3.82%
22,826,715
+1,801,545
16
$401M 3.73%
3,715,050
+279,959
17
$361M 3.36%
3,149,797
+248,095
18
$300M 2.79%
4,300,110
+396,475
19
$235M 2.19%
2,091,913
+148,285
20
$14.7M 0.14%
129,178
-129,740
21
$1.68M 0.02%
16,365
+1,523
22
$1.6M 0.01%
14,866
+1,412
23
$1.45M 0.01%
40,232
+2,660
24
$1.37M 0.01%
106,652
+6,692
25
$579K 0.01%
33,786
+2,254