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Polen Growth Fund Institutional Class (POLIX)

US Funds

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48.49 -0.37 -0.76%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.47B

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POLIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Polen Growth Institutional (POLIX) fund. Our Polen Growth Institutional 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	1.28	1.28	0.00
Shares	98.72	98.72	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	30.77	29.37
Price to Book	8.65	7.45
Price to Sales	6.65	4.93
Price to Cash Flow	19.26	18.78
Dividend Yield	0.64	0.71
5 Years Earnings Growth	10.12	12.86

Sector Allocation

Name	Net %	Category Average
Technology	38.78	40.76
Healthcare	18.44	9.99
Financial Services	17.66	9.63
Consumer Cyclical	15.46	14.09
Communication Services	7.82	12.77
Real Estate	1.83	1.43

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 26

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Amazon.com	US0231351067	9.43	229.00	-1.12%
Microsoft	US5949181045	8.51	506.69	-0.58%
Oracle	US68389X1054	8.19	226.13	-5.90%
Visa A	US92826C8394	6.24	351.78	+0.55%
Mastercard	US57636Q1040	5.22	595.29	+0.81%
Shopify Inc	CA82509L1076	5.04	141.28	-0.18%
Abbott Labs	US0028241000	4.44	132.66	+0.98%
Eli Lilly	US5324571083	4.39	732.58	+0.08%
Zoetis Inc	US98978V1035	4.10	156.40	+1.04%
Adobe	US00724F1012	4.07	356.70	+0.77%

Top Equity Funds by Polen Capital

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Polen Growth Investor		202.72M	15.97	-0.33	13.20

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Recent Quotes

Name	Price	Chg.	Chg. %
Polen Growth Inst.	48.49	-0.37	-0.76%
Melchior Selected.	396.399	+0.939	+0.24%
Gesnorte PP	26.114	-0.004	-0.02%
BNY Mellon Global.	3.002	+0.001	+0.04%
300720	24.68	-0.77	-3.03%
China Southern Ro.	1.562	+0.010	+0.51%
Actirent SA de CV.	8.185	+0.001	+0.02%
Schroder Internat.	93.978	-0.013	-0.01%