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Polen Capital Investment Funds Plc - Polen Capital Focus U.s. Growth Fund Usd Class (institutional) (0P0000YRYT)

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47.900 +0.340    +0.71%
20/12 - Closed. Currency in USD
Type:  Fund
Market:  Ireland
ISIN:  IE00B8DDPY03 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.24B
Polen Capital Investment Funds plc - Polen Capital 47.900 +0.340 +0.71%

0P0000YRYT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Polen Capital Investment Funds plc - Polen Capital (0P0000YRYT) fund. Our Polen Capital Investment Funds plc - Polen Capital portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.640 0.860 0.220
Shares 99.360 99.360 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 28.206 29.426
Price to Book 8.709 6.950
Price to Sales 5.714 5.001
Price to Cash Flow 20.463 20.150
Dividend Yield 0.638 0.661
5 Years Earnings Growth 14.537 16.718

Sector Allocation

Name  Net % Category Average
Technology 41.310 37.671
Healthcare 19.990 13.199
Financial Services 14.720 10.552
Consumer Cyclical 13.600 14.396
Communication Services 9.350 11.980
Real Estate 1.020 2.236

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Amazon.com US0231351067 8.91 225.06 +0.06%
  Microsoft US5949181045 7.61 435.25 -0.31%
  Visa A US92826C8394 6.18 317.22 -0.15%
  Alphabet C US02079K1079 5.58 195.99 +1.57%
  Mastercard US57636Q1040 4.86 528.96 +0.18%
  ServiceNow Inc US81762P1021 4.70 1,088.26 -0.27%
  Airbnb US0090661010 4.60 134.52 +0.23%
  Apple US0378331005 4.59 255.27 +0.31%
  Adobe US00724F1012 4.58 446.74 -0.10%
  Abbott Labs US0028241000 4.49 114.31 +0.07%

Top Equity Funds by Polen Capital Management, LLC

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00BGK04N24 2.24B 10.34 -1.94 13.05
  IE00B99FTC33 2.24B 17.51 -0.53 -
  IE00BYWHB920 3.04M -0.47 -11.06 -
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