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) 5,126

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

Sector Weighting

Basic Materials
Capital Goods 2.2%
Conglomerates
Consumer Cyclical 12.71%
Consumer/Non-Cyclical 9.18%
Energy
Financial 9.91%
Healthcare 19.81%
Services 22.51%
Technology 23.69%
Transportation
Utilities

1 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CDK GLOBAL INC COM -35,665 Sold Out 0