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) 4,968

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

Sector Weighting

Basic Materials
Capital Goods 2.64%
Conglomerates
Consumer Cyclical 12.95%
Consumer/Non-Cyclical 9.43%
Energy
Financial 9.52%
Healthcare 21.89%
Services 20.94%
Technology 21.94%
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 262,751 61,137 30.32 3,885,129
REGENERON PHARMACEUTICALS COM 231,915 144,263 164.59 551,902
O REILLY AUTOMOTIVE INC NEW COM 168,763 168,763 New 887,854
PRICELINE GRP INC COM NEW 158,293 75,839 91.98 152,500
ISHARES TR RUS 1000 GRW ETF 1,514 210 16.12 15,742


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