Polen Capital Management 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 17 US equity positions worth $558.8m in its Q4 2000 13F filing. The largest position was AMGN at 12.0% of the reported book, followed by MDT and Anheuser-Busch. Against the Q3 2000 filing, it opened 1 new position, added to 2 and reduced 13 among the top 17 holdings.
What did Polen Capital Management own in Q4 2000? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 12.0% | $67.0m | 1,048,019 | -1% | reduced |
| 2 | MDT Medtronic Inc | Healthcare | 11.0% | $61.6m | 1,019,580 | 1% | added |
| 3 | Anheuser-Busch | 8.9% | $49.9m | 1,095,966 | -1% | reduced | |
| 4 | AXP American Express | Financial Services | 8.6% | $48.2m | 876,681 | -1% | reduced |
| 5 | Schering-Plough | 8.0% | $44.8m | 789,493 | -21% | reduced | |
| 6 | McGraw-Hill | 7.0% | $39.1m | 667,084 | -2% | reduced | |
| 7 | UPS UPS Inc | Industrials | 6.9% | $38.8m | 660,120 | -3% | reduced |
| 8 | MCD McDonald's Corp | Consumer Cyclical | 6.3% | $35.5m | 1,043,087 | -1% | reduced |
| 9 | Radio Shack | 6.3% | $35.1m | 820,639 | -1% | reduced | |
| 10 | INTC Intel Corp | Technology | 4.7% | $26.5m | 879,957 | -1% | reduced |
| 11 | Reynolds & Reynolds | 4.6% | $26.0m | 1,282,084 | -2% | reduced | |
| 12 | MSFT Microsoft Corp | Technology | 4.6% | $25.8m | 594,634 | -2% | reduced |
| 13 | Dell Computer Corp | 4.3% | $24.0m | 1,373,807 | 31% | added | |
| 14 | Minn Mng Mfg | 3.2% | $17.7m | 146,635 | – | new | |
| 15 | Hearst-Argyle | 2.5% | $13.8m | 674,490 | -5% | reduced | |
| 16 | Taro Pharmaceutical | 0.5% | $3.0m | 95,435 | -64% | reduced | |
| 17 | Pulitzer Inc | 0.4% | $2.4m | 50,970 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.