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
$25.4B
AUM Growth
+$3.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$765M
2
+$548M
3
+$501M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.8M
5
V icon
Visa
V
+$52.1M

Top Sells

1
+$787M
2
+$172M
3
+$90.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M
5
MDSO
Medidata Solutions, Inc.
MDSO
+$1.27M

Sector Composition

1 Technology 32.4%
2 Financials 18.5%
3 Communication Services 16.79%
4 Healthcare 14.64%
5 Consumer Discretionary 13.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.46B 9.69%
15,599,767
-576,663
2
$1.91B 7.52%
10,160,598
+277,305
3
$1.88B 7.42%
28,167,780
+894,100
4
$1.84B 7.24%
8,959,606
-838,964
5
$1.63B 6.43%
4,953,887
+141,977
6
$1.43B 5.64%
10,826,159
+293,598
7
$1.41B 5.55%
4,722,849
+157,840
8
$1.32B 5.22%
6,290,843
+191,131
9
$1.1B 4.34%
10,881,540
+330,620
10
$1.02B 4.02%
34,929,435
+1,062,705
11
$1B 3.94%
6,416,730
+164,020
12
$861M 3.39%
5,051,703
+173,544
13
$832M 3.28%
7,690,677
+198,134
14
$821M 3.23%
5,328,987
+153,981
15
$789M 3.11%
2,826,782
+46,267
16
$775M 3.05%
8,924,157
+8,802,518
17
$667M 2.63%
7,582,198
+272,323
18
$629M 2.48%
1,676,294
+34,084
19
$549M 2.16%
267,214
+6,226
20
$548M 2.16%
+1,940,426
21
$546M 2.15%
2,112,980
+42,134
22
$541M 2.13%
8,082,660
+114,800
23
$501M 1.97%
+3,081,772
24
$84.1M 0.33%
396,478
+104,733
25
$44.8M 0.18%
260,128
+36,370
1
2 3