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Polen Growth Fund Institutional Class (POLIX)

US Funds

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48.78 -0.18 -0.37%

30/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.62B

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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	1.84	2.11	0.27
Shares	98.15	98.15	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	27.78	28.56
Price to Book	8.01	7.27
Price to Sales	5.56	4.77
Price to Cash Flow	17.20	18.28
Dividend Yield	0.69	0.72
5 Years Earnings Growth	10.37	12.68

Sector Allocation

Name	Net %	Category Average
Technology	35.06	39.92
Healthcare	20.76	10.29
Financial Services	19.42	9.83
Consumer Cyclical	16.26	14.26
Communication Services	6.79	12.86
Real Estate	1.71	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	11.12	234.11	+1.70%
Microsoft	US5949181045	7.06	533.50	+3.95%
Visa A	US92826C8394	6.72	345.47	-1.55%
Oracle	US68389X1054	5.73	253.77	+1.26%
Mastercard	US57636Q1040	5.55	566.47	+1.32%
Eli Lilly	US5324571083	5.11	740.07	-2.63%
Abbott Labs	US0028241000	4.76	126.19	-1.84%
Zoetis Inc	US98978V1035	4.75	145.79	-2.03%
Shopify Inc	CA82509L1076	4.59	122.21	-0.65%
Thermo Fisher Scientific	US8835561023	3.85	467.68	-2.01%

Top Equity Funds by Polen Capital

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Polen Growth Investor		208.4M	15.97	-0.33	13.20

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