PG

Polen Growth Fund | POLRX

Mutual Fund
Polen Growth Fund
Last update 2024-12-19 24 Stocks (2 new)
Value $6.70 Bil Turnover 8 %
Countries:
Top Holdings: AMZN(13.89%)MSFT(7.67%)GOOG(6.14%)NOW(5.85%)V(5.57%)
Summary Stock Picks Current Portfolio
Polen Growth Fund Top Holdings of 2024-10-31 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
4,993,003
930,695.8
-8.77%
13.890
-1.27%
0.050
+20.48%
+2.99%
2,375,761.6
Retail - Cyclical
MSFT 		Microsoft Corp
1,264,439
513,804.8
-23.33%
7.670
-2.27%
0.020
+3.16%
+1.79%
3,189,786.9
Software
GOOG 		Alphabet Inc
2,383,762
411,651.9
-27.36%
6.140
-2.19%
0.020
+20.22%
+3.73%
2,407,813.7
Interactive Media
NOW 		ServiceNow Inc
420,282
392,118.9
-9.23%
5.850
-0.49%
0.200
+16.83%
+1.07%
221,064.5
Software
V 		Visa Inc
1,288,640
373,512.3
-9.24%
5.570
-0.49%
0.070
+10.28%
+1.13%
618,934.0
Credit Services
MA 		Mastercard Inc
677,148
338,296.4
-8.62%
5.050
-0.42%
0.070
+2.28%
-0.21%
481,585.9
Credit Services
AAPL 		Apple Inc
1,339,336
302,569.4
-9.24%
4.520
-0.43%
0.010
-0.83%
-8.16%
3,458,410.3
Hardware
NFLX 		Netflix Inc
376,112
284,352.0
-9.21%
4.240
-0.34%
0.090
+24.79%
-3.73%
366,801.8
Media - Diversified
TMO 		Thermo Fisher Scientific Inc
520,064
284,121.4
-9.24%
4.240
-0.46%
0.140
-6.54%
+7.58%
214,066.3
Medical Diagnostics & Research
ADBE 		Adobe Inc
586,805
280,539.7
-8.50%
4.190
-0.42%
0.130
-13.45%
-3.30%
187,174.6
Software

Polen Growth Fund's Historical Top Holdings Breakdowns

Polen 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
AAPL 		Apple Inc2024-07-31New Buy
+4.62%
●
173.03 ($206.28) 234.82
$229.98
11.49%
New holding
1,475,656
1,475,656
ORCL 		Oracle Corp2024-10-31New Buy
+4.15%
●
125.9 ($156.08) 178.29
$161.03
3.17%
New holding
1,656,581
1,656,581
TMO 		Thermo Fisher Scientific Inc2023-01-31New Buy
+3.46%
●
484.71 ($549.6) 604.82
$559.65
1.83%
New holding
429,043
429,043
PYPL 		PayPal Holdings Inc2024-04-30Sold Out
-3.28%
●
56.13 ($62.5) 67.92
$91.81
46.90%
Sold Out
0
-4,232,589
MSFT 		Microsoft Corp2024-01-31Add
+3.06%
●
346.07 ($376.86) 409.72
$429.03
13.84%
Add 47.47%
1,890,011
608,361
NFLX 		Netflix Inc2024-01-31Reduce
-3.00%
●
420.19 ($478.33) 575.79
$858.10
79.39%
Reduce -38.68%
799,842
-504,516
AMZN 		Amazon.com Inc2023-04-30Add
+2.96%
●
90.73 ($99.55) 112.91
$225.94
126.96%
Add 25.97%
9,490,714
1,956,594
CRM 		Salesforce Inc2024-07-31Reduce
-2.75%
●
218.01 ($256.62) 287.54
$324.56
26.47%
Reduce -54.41%
634,921
-757,705
ADSK 		Autodesk Inc2024-07-31Sold Out
-2.69%
●
199.93 ($230.51) 253.82
$291.45
26.44%
Sold Out
0
-938,029
NFLX 		Netflix Inc2024-07-31Reduce
-2.62%
●
565.15 ($645.5) 690.65
$858.10
32.94%
Reduce -46.01%
414,252
-353,090

Polen Growth Fund Total Holding History ($B)

To

Polen Growth Fund's Asset Allocation

To

Polen Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Polen Growth Fund's Hypothetical Growth since 2024-10-31

Polen Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Polen Growth Fund's Holdings Heat Map

Size field:

Polen Growth Fund's Holdings Bubble Chart

Polen Growth Fund News

  • 1

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