Polen Capital Management 13F holdings, Q3 2001
Holdings as of September 30, 2001 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 17 US equity positions worth $556.1m in its Q3 2001 13F filing. The largest position was AMGN at 12.6% of the reported book, followed by MDT and MSFT. Against the Q2 2001 filing, it opened 4 new positions, added to 9 and reduced 4 among the top 17 holdings.
What did Polen Capital Management own in Q3 2001? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2001 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 12.6% | $69.8m | 1,188,359 | 7% | added |
| 2 | MDT Medtronic Inc | Healthcare | 8.7% | $48.6m | 1,117,522 | 3% | added |
| 3 | MSFT Microsoft Corp | Technology | 8.7% | $48.4m | 946,149 | 21% | added |
| 4 | McGraw Hill | 7.4% | $40.9m | 703,037 | -2% | reduced | |
| 5 | Anheuser-Busch | 6.9% | $38.4m | 916,435 | -22% | reduced | |
| 6 | PFE Pfizer Inc | Healthcare | 6.9% | $38.1m | 950,315 | – | new |
| 7 | UPS UPS | Industrials | 6.8% | $37.9m | 729,460 | 1% | added |
| 8 | HSY Hershey Foods | Consumer Defensive | 6.5% | $35.9m | 549,505 | – | new |
| 9 | KO Coca-Cola CO | Consumer Defensive | 6.4% | $35.8m | 764,052 | – | new |
| 10 | Reynolds & Reynolds | 6.0% | $33.3m | 1,430,762 | 4% | added | |
| 11 | Bershire Hathaway B | 4.8% | $26.6m | 11,432 | – | new | |
| 12 | AXP American Express | Financial Services | 4.6% | $25.6m | 879,386 | 1% | added |
| 13 | MCD McDonald's Corp | Consumer Cyclical | 3.9% | $21.8m | 803,237 | -26% | reduced |
| 14 | Minn Mng & Mfg | 2.9% | $16.3m | 165,431 | 5% | added | |
| 15 | Dell Computer Corp | 2.7% | $15.0m | 809,867 | 4% | added | |
| 16 | INTC Intel Corp | Technology | 2.6% | $14.2m | 698,567 | 5% | added |
| 17 | Hearst-Argyle | 1.7% | $9.3m | 532,661 | -9% | 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.