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
$37.4B
AUM Growth
+$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$699M
3
+$174M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$87.5M
5
ABT icon
Abbott
ABT
+$75.4M

Top Sells

1
+$792M
2
+$617M
3
+$216M
4
MSCI icon
MSCI
MSCI
+$209M
5
PYPL icon
PayPal
PYPL
+$159M

Sector Composition

1 Technology 35.74%
2 Healthcare 21.39%
3 Communication Services 16.78%
4 Financials 16.12%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.13B 8.38%
11,957,142
+197,726
2
$3.1B 8.28%
14,723,497
-2,934,455
3
$2.81B 7.51%
5,724,906
+152,870
4
$2.48B 6.63%
33,719,460
+1,190,300
5
$2.11B 5.65%
19,404,698
+692,903
6
$1.89B 5.06%
5,594,314
+108,677
7
$1.86B 4.99%
9,322,902
+346,117
8
$1.82B 4.88%
11,024,646
+244,464
9
$1.72B 4.59%
7,601,083
+314,801
10
$1.7B 4.54%
6,757,081
+42,734
11
$1.55B 4.14%
3,191,209
-234,401
12
$1.55B 4.13%
7,844,084
-807,881
13
$1.46B 3.9%
6,315,238
+268,645
14
$1.18B 3.17%
5,651,553
+121,552
15
$1.13B 3.02%
13,160,538
+389,720
16
$1.08B 2.9%
1,937,657
+93,123
17
$1.07B 2.85%
+3,419,053
18
$898M 2.4%
7,151,504
+99,622
19
$850M 2.27%
2,597,811
-660,578
20
$780M 2.09%
6,241,116
+128,092
21
$699M 1.87%
+2,954,307
22
$663M 1.77%
9,048,420
+191,180
23
$644M 1.72%
1,804,019
-587,140
24
$282M 0.76%
960,828
+235,113
25
$174M 0.47%
+578,533
1
2 3