POLEN CAPITAL MANAGEMENT LLC Information

1825 NW CORPORATE BOULEVARD, BOCA RATON, Florida, 33431, (561) 241-2425

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 2
Increased Positions 22
Decreased Positions 3
Positions with Activity 25
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,348

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 4.08%
Conglomerates
Consumer Cyclical 13.43%
Consumer/Non-Cyclical 9.95%
Energy
Financial 9.86%
Healthcare 15.73%
Services 22.85%
Technology 24.1%
Transportation
Utilities

3 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACTSET RESH SYS INC COM 117,166 -88,136 (42.93) 698,664
ISHARES TR RUS 1000 GRW ETF 6,261 -2,877 (31.48) 61,386
ACTAVIS PLC SHS -128,982 Sold Out 0