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
$35.8B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$605M
2
+$330M
3
+$312M
4
CRM icon
Salesforce
CRM
+$177M
5
SAP icon
SAP
SAP
+$50.1M

Top Sells

1
+$643M
2
+$424M
3
+$411M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$121M
5
AMZN icon
Amazon
AMZN
+$36.5M

Sector Composition

1 Technology 33.51%
2 Communication Services 18.51%
3 Consumer Discretionary 17.89%
4 Healthcare 15.48%
5 Financials 13.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.21B 11.77%
37,237,857
-322,748
2
$2.74B 7.66%
28,471,359
-55,061
3
$2.24B 6.25%
9,600,504
+131,430
4
$1.91B 5.33%
6,930,964
+76,097
5
$1.81B 5.05%
10,165,168
-2,313,368
6
$1.8B 5.03%
13,265,354
+78,927
7
$1.75B 4.89%
6,151,516
-1,490,828
8
$1.73B 4.83%
7,332,431
+2,569,072
9
$1.59B 4.45%
11,057,687
+1,228,763
10
$1.57B 4.4%
8,424,908
+3,518
11
$1.52B 4.25%
15,689,512
+316,416
12
$1.49B 4.17%
3,953,299
+827,285
13
$1.49B 4.17%
5,799,259
+29,646
14
$1.44B 4.02%
2,849,593
-67,080
15
$1.33B 3.73%
12,685,378
-126,020
16
$1.1B 3.07%
12,742,055
-227,812
17
$884M 2.47%
5,963,848
-27,043
18
$863M 2.41%
4,647,996
+1,779,642
19
$798M 2.23%
2,884,216
-111,065
20
$674M 1.88%
8,105,103
+132,843
21
$462M 1.29%
8,647,060
+33,901
22
$412M 1.15%
1,988,038
+69,117
23
$343M 0.96%
3,590,163
+25,063
24
$306M 0.85%
1,663,024
+258,249
25
$285M 0.8%
1,064,589
+130,250
1
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