PG
| |
Polen Global Growth Fund | PGIRXMutual Fund | |
| Polen Global Growth Fund | |
| Last update 2025-06-27 | 32 Stocks (5 new) |
| Value $339.00 Mil | Turnover 14 % |
Polen Global Growth Fund Top Holdings of 2025-04-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 134,961 | 24,889.5 | -19.19% | 7.350 | -1.93% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
PAYC | Paycom Software Inc | 77,434 | 17,530.3 | -8.29% | 5.180 | -0.37% | 0.140 | +8.01% | +15.73% | 13,244.8 | Software | |
AON | Aon PLC | 48,881 | 17,342.5 | -8.36% | 5.120 | -0.42% | 0.020 | -2.97% | -0.18% | 77,114.3 | Insurance | |
V | Visa Inc | 50,137 | 17,322.3 | -14.48% | 5.110 | -0.73% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
MA | Mastercard Inc | 31,484 | 17,255.1 | -12.46% | 5.090 | -0.63% | 0.000 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
SHOP | Shopify Inc | 181,403 | 17,233.3 | +35.66% | 5.090 | +1.34% | 0.010 | +34.48% | +15.04% | 157,990.8 | Software | |
MSFT | Microsoft Corp | 41,588 | 16,438.1 | -21.97% | 4.850 | -1.23% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
GOOG | Alphabet Inc | 95,009 | 15,286.0 | -26.77% | 4.510 | -1.81% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media | |
XTER:SAP | SAP SE | 51,770 | 15,147.3 | -25.30% | 4.470 | -1.22% | 0.000 | +19.84% | +10.81% | 302,730.0 | Software | |
ABT | Abbott Laboratories | 113,706 | 14,867.1 | -26.22% | 4.390 | -1.31% | 0.010 | -2.65% | +12.85% | 218,923.7 | Medical Devices & Instruments |
Polen Global Growth Fund's Historical Top Holdings Breakdowns
Polen Global Growth Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XAMS:ADYEN | Adyen NV | 2025-04-30 | New Buy New Buy | +3.43% | 1233.8 (€1540.35) 1846 | €1,549.60 | 0.60% | New holding | 7,183 | 7,183 | |
MELI | MercadoLibre Inc | 2025-04-30 | New Buy New Buy | +2.51% | 1794.73 ($2057.8) 2330.85 | $2,394.43 | 16.36% | New holding | 3,651 | 3,651 | |
WTW | Willis Towers Watson PLC | 2025-04-30 | New Buy New Buy | +2.04% | 301.01 ($325.5) 340.88 | $310.75 | -4.53% | New holding | 22,415 | 22,415 | |
SBUX | Starbucks Corp | 2025-04-30 | New Buy New Buy | +1.93% | 79.69 ($99.14) 115.81 | $95.92 | -3.25% | New holding | 81,544 | 81,544 | |
AMZN | Amazon.com Inc | 2025-04-30 | Reduce Reduce | -1.93% | 167.32 ($201.66) 242.06 | $228.29 | 13.21% | Reduce -19.19% | 134,961 | -32,051 | |
GOOG | Alphabet Inc | 2025-04-30 | Reduce Reduce | -1.81% | 146.58 ($170.12) 207.71 | $191.51 | 12.57% | Reduce -26.77% | 95,009 | -34,726 | |
ACN | Accenture PLC | 2025-04-30 | Reduce Reduce | -1.79% | 279.23 ($330.62) 398.25 | $286.04 | -13.48% | Reduce -61.63% | 11,415 | -18,333 | |
XTER:SHL | Siemens Healthineers AG | 2025-04-30 | Reduce Reduce | -1.64% | 42.43 (€50.94) 58 | €45.68 | -10.33% | Reduce -63.79% | 64,800 | -114,163 | |
WDAY | Workday Inc | 2025-04-30 | Reduce Reduce | -1.38% | 210.47 ($246.52) 277.82 | $241.20 | -2.16% | Reduce -32.1% | 44,015 | -20,808 | |
SHOP | Shopify Inc | 2025-04-30 | Add Add | +1.34% | 76.89 ($102.23) 129.31 | $122.32 | 19.65% | Add 35.66% | 181,403 | 47,686 |
Polen Global Growth Fund Total Holding History ($B)
Polen Global Growth Fund's Asset Allocation
Polen Global Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Polen Global Growth Fund's Hypothetical Growth since 2025-04-30
Polen Global Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Polen Global Growth Fund's Holdings Heat Map
Size field:
Polen Global Growth Fund's Holdings Bubble Chart
Polen Global Growth Fund News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers