POLEN CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 1
Increased Positions 4
Decreased Positions 20
Positions with Activity 24
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,853

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

Sector Weighting

Basic Materials
Capital Goods 2.27%
Conglomerates
Consumer Cyclical 13.45%
Consumer/Non-Cyclical 9.76%
Energy
Financial 9.76%
Healthcare 17.86%
Services 22.95%
Technology 23.96%
Transportation
Utilities

4 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PRICELINE GRP INC COM NEW 260,803 79,705 44.01 219,618
GOOGLE INC CL C 250,812 71,037 39.51 478,604
CELGENE CORP COM 179,899 179,899 New 1,585,432
ISHARES TR RUS 1000 GRW ETF 8,897 7,334 469.14 89,594


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