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
$21.7B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$451M
2
+$80.8M
3
+$78.5M
4
V icon
Visa
V
+$59.3M
5
ADBE icon
Adobe
ADBE
+$55.3M

Top Sells

1
+$353M
2
+$939K
3
+$339K

Sector Composition

1 Technology 32.97%
2 Financials 19.2%
3 Communication Services 17.93%
4 Consumer Discretionary 14.29%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.25B 10.36%
16,176,430
+580,985
2
$1.74B 8.04%
9,798,570
+440,895
3
$1.7B 7.83%
9,883,293
+344,623
4
$1.66B 7.66%
27,273,680
+881,140
5
$1.33B 6.12%
4,811,910
+200,321
6
$1.31B 6.04%
10,532,561
+344,007
7
$1.24B 5.71%
4,565,009
+172,942
8
$1.17B 5.4%
6,099,712
+257,820
9
$994M 4.58%
6,252,710
+191,182
10
$991M 4.56%
10,550,920
+360,887
11
$900M 4.14%
33,866,730
+1,401,195
12
$829M 3.82%
15,058,061
+613,890
13
$787M 3.63%
4,878,159
+201,860
14
$776M 3.58%
7,492,543
+319,396
15
$740M 3.41%
5,175,006
+220,059
16
$646M 2.98%
7,309,875
-3,997,253
17
$512M 2.36%
260,988
+12,295
18
$503M 2.32%
2,780,515
+177,178
19
$486M 2.24%
7,967,860
+249,220
20
$456M 2.1%
1,642,210
+57,097
21
$451M 2.08%
+2,070,846
22
$48.8M 0.22%
291,745
+78,026
23
$33M 0.15%
223,758
+74,704
24
$27.2M 0.13%
230,690
+79,687
25
$23.7M 0.11%
218,002
+72,448
1
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