PG

Polen Global Growth Fund | PGIRX

Mutual Fund
Polen Global Growth Fund
Last update 2025-03-25 27 Stocks (0 new)
Value $395.00 Mil Turnover 6 %
Countries:
Top Holdings: AMZN(10.04%)GOOG(6.75%)MSFT(5.60%)V(5.07%)MA(5.05%)
Summary Stock Picks Current Portfolio
Polen Global Growth Fund Top Holdings of 2025-01-31 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
167,012
39,695.4
-19.95%
10.040
-1.94%
0.000
-1.24%
-6.03%
2,188,561.0
Retail - Cyclical
GOOG 		Alphabet Inc
129,735
26,673.5
-8.22%
6.750
-0.50%
0.000
+2.21%
-8.64%
2,101,115.5
Interactive Media
MSFT 		Microsoft Corp
53,297
22,121.5
-8.69%
5.600
-0.52%
0.000
+17.12%
+9.29%
3,410,720.1
Software
V 		Visa Inc
58,624
20,037.7
-8.68%
5.070
-0.40%
0.000
+1.22%
+14.13%
688,675.2
Credit Services
MA 		Mastercard Inc
35,964
19,975.5
-8.67%
5.050
-0.43%
0.000
+1.69%
+9.24%
520,766.9
Credit Services
AON 		Aon PLC
53,341
19,779.9
+8.61%
5.000
+0.40%
0.020
-9.25%
+2.27%
79,008.1
Insurance
ABT 		Abbott Laboratories
154,112
19,715.5
-8.65%
4.990
-0.41%
0.010
-1.58%
+18.85%
231,592.5
Medical Devices & Instruments
XTER:SAP 		SAP SE
69,301
19,097.6
-35.23%
4.830
-2.21%
0.010
-3.83%
+12.01%
305,996.4
Software
PAYC 		Paycom Software Inc
84,431
17,524.5
+9.19%
4.430
+0.37%
0.150
+20.97%
+27.69%
14,613.8
Software
WDAY 		Workday Inc
64,823
16,987.5
-8.66%
4.300
-0.36%
0.020
-6.96%
-6.04%
64,848.4
Software

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
XTER:SAP 		SAP SE2025-01-31Reduce
-2.21%
●
212.95 (€237.48) 268.5
€262.30
10.45%
Reduce -35.23%
69,301
-37,689
ORCL 		Oracle Corp2025-01-31Add
+1.98%
●
153.92 ($175.53) 192.43
$161.89
-7.77%
Add 121.42%
83,992
46,059
AMZN 		Amazon.com Inc2025-01-31Reduce
-1.94%
●
195.78 ($218.96) 238.15
$206.24
-5.81%
Reduce -19.95%
167,012
-41,625
ASX:CSL 		CSL Ltd2025-01-31Sold Out
-1.90%
●
270 (A$279.99) 288.33
A$248.99
-11.07%
Sold Out
0
-40,365
SHOP 		Shopify Inc2025-01-31Reduce
-1.38%
●
78.44 ($107.02) 119.49
$106.81
-0.19%
Reduce -34.53%
133,717
-70,513
NOW 		ServiceNow Inc2025-01-31Reduce
-1.15%
●
943.41 ($1066.97) 1170.39
$1,027.14
-3.73%
Reduce -45.95%
5,783
-4,916
ZTS 		Zoetis Inc2025-01-31Add
+1.09%
●
162.24 ($171.44) 181.95
$166.18
-3.07%
Add 54.76%
71,499
25,300
CSGP 		CoStar Group Inc2025-01-31Add
+0.99%
●
69.29 ($74.82) 81.97
$74.39
-0.58%
Add 59.98%
135,936
50,964
OCSE:NOVO B 		Novo Nordisk AS2025-01-31Add
+0.94%
●
551.3 (kr688.78) 790.3
kr460.30
-33.17%
Add 47.62%
136,404
44,003
XPAR:OR 		L'Oreal SA2025-01-31Reduce
-0.80%
●
320.2 (€339) 367.6
€374.05
10.34%
Reduce -33.1%
17,243
-8,532

Polen Global Growth Fund Total Holding History ($B)

To

Polen Global Growth Fund's Asset Allocation

To

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 2025-01-31

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

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