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
$40.3B
AUM Growth
+$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$875M
2
+$643M
3
+$29.9M
4
YUMC icon
Yum China
YUMC
+$12.5M
5
HDB icon
HDFC Bank
HDB
+$11.5M

Top Sells

1
+$619M
2
+$550M
3
+$488M
4
AMZN icon
Amazon
AMZN
+$344M
5
IT icon
Gartner
IT
+$264M

Sector Composition

1 Technology 35.03%
2 Consumer Discretionary 19.44%
3 Healthcare 17.02%
4 Communication Services 14.1%
5 Financials 14.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.51B 13.65%
42,244,188
-2,638,569
2
$2.91B 7.22%
6,608,014
-350,214
3
$2.53B 6.27%
7,424,001
-1,817,269
4
$2.46B 6.1%
20,328,899
-978,730
5
$2.37B 5.87%
4,214,967
-197,790
6
$2.26B 5.62%
4,631,539
-218,591
7
$1.96B 4.86%
4,982,887
-177,370
8
$1.87B 4.63%
7,856,523
-212,806
9
$1.67B 4.14%
7,912,495
-2,602,169
10
$1.59B 3.95%
5,160,507
-186,287
11
$1.51B 3.75%
13,861,854
-387,593
12
$1.48B 3.67%
11,554,490
-348,068
13
$1.48B 3.67%
22,163,025
+9,642,649
14
$1.28B 3.17%
2,656,274
-56,360
15
$1.17B 2.9%
2,238,649
-32,287
16
$1.12B 2.78%
5,480,511
-2,386,575
17
$956M 2.37%
5,240,190
+15,403
18
$930M 2.3%
5,397,918
-135,756
19
$875M 2.17%
+3,871,968
20
$701M 1.74%
6,353,109
-122,152
21
$684M 1.7%
1,952,855
-754,516
22
$559M 1.39%
1,582,077
-39,338
23
$433M 1.07%
8,474,014
-6,095
24
$367M 0.91%
1,466,021
-20,693
25
$280M 0.69%
810,868
-13,636
1
2 3 4 5