POLEN CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 25
New Positions 1
Increased Positions 6
Decreased Positions 19
Positions with Activity 25
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,843

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

Sector Weighting

Basic Materials
Capital Goods 2.88%
Conglomerates
Consumer Cyclical 9.16%
Consumer/Non-Cyclical 5.41%
Energy
Financial 15.2%
Healthcare 17.23%
Services 20.18%
Technology 29.95%
Transportation
Utilities