POLEN CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 27
New Positions 1
Increased Positions 5
Decreased Positions 22
Positions with Activity 27
Sold Out Positions 4
Total Mkt Value (in $ millions) 4,828

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

Sector Weighting

Basic Materials
Capital Goods 2.65%
Conglomerates
Consumer Cyclical 13.23%
Consumer/Non-Cyclical 9%
Energy
Financial 9.68%
Healthcare 21.58%
Services 21.1%
Technology 22.15%
Transportation
Utilities

5 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TJX COS INC NEW COM 246,939 57,458 30.32 3,885,129
REGENERON PHARMACEUTICALS COM 223,658 139,127 164.59 551,902
PRICELINE GRP INC COM NEW 175,598 84,129 91.98 152,500
O REILLY AUTOMOTIVE INC NEW COM 158,961 158,961 New 887,854
ISHARES TR RUS 1000 GRW ETF 1,515 210 16.12 15,742


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