Polen Capital Management 13F holdings, Q2 2001
Holdings as of June 30, 2001 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 14 US equity positions worth $494.2m in its Q2 2001 13F filing. The largest position was AMGN at 13.6% of the reported book, followed by MSFT and MDT. Against the Q1 2001 filing, it opened 0 new positions, added to 6 and reduced 6 among the top 14 holdings.
What did Polen Capital Management own in Q2 2001? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2001 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 13.6% | $67.4m | 1,110,697 | -2% | reduced |
| 2 | MSFT Microsoft Corp | Technology | 11.5% | $57.0m | 781,176 | 0% | held |
| 3 | MDT Medtronic Inc | Healthcare | 10.1% | $50.1m | 1,089,790 | 1% | added |
| 4 | Anheuser-Busch | 9.8% | $48.4m | 1,174,176 | 4% | added | |
| 5 | McGraw Hill | 9.6% | $47.3m | 715,584 | 4% | added | |
| 6 | UPS UPS | Industrials | 8.4% | $41.6m | 719,775 | 5% | added |
| 7 | AXP American Express | Financial Services | 6.9% | $33.9m | 873,696 | -5% | reduced |
| 8 | Reynolds & Reynolds | 6.1% | $30.2m | 1,375,844 | 3% | added | |
| 9 | MCD McDonald's Corp | Consumer Cyclical | 5.9% | $29.4m | 1,085,327 | 0% | held |
| 10 | Dell Computer Corp | 4.1% | $20.3m | 777,577 | -60% | reduced | |
| 11 | INTC Intel Corp | Technology | 3.9% | $19.5m | 665,987 | -43% | reduced |
| 12 | RadioShack | 3.9% | $19.5m | 637,779 | -41% | reduced | |
| 13 | Minn Mng & Mfg | 3.6% | $17.9m | 157,065 | 4% | added | |
| 14 | Hearst-Argyle | 2.4% | $11.7m | 584,903 | -6% | reduced |
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.