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) 4,953

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

Sector Weighting

Basic Materials
Capital Goods 2.73%
Conglomerates
Consumer Cyclical 13.2%
Consumer/Non-Cyclical 8.85%
Energy
Financial 9.83%
Healthcare 21.19%
Services 21.42%
Technology 22.15%
Transportation
Utilities