POLEN CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 26
New Positions 2
Increased Positions 3
Decreased Positions 22
Positions with Activity 25
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,649

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

Sector Weighting

Basic Materials
Capital Goods 2.87%
Conglomerates
Consumer Cyclical 9.26%
Consumer/Non-Cyclical 9.64%
Energy
Financial 12.79%
Healthcare 17.01%
Services 18.46%
Technology 29.97%
Transportation
Utilities

3 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NESTLE S A SPONSORED ADR 200,906 200,906 New 2,604,908
PRICELINE GRP INC COM NEW 100,492 100,492 New 79,437
ISHARES TR RUS 1000 GRW ETF 1,256 717 132.90 13,557