Polen Capital Management 13F holdings, Q4 2001
Holdings as of December 31, 2001 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 17 US equity positions worth $608.2m in its Q4 2001 13F filing. The largest position was AMGN at 11.2% of the reported book, followed by MSFT and MDT. Against the Q3 2001 filing, it opened 0 new positions, added to 10 and reduced 7 among the top 17 holdings.
What did Polen Capital Management own in Q4 2001? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2001 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 11.2% | $68.0m | 1,205,106 | 1% | added |
| 2 | MSFT Microsoft Corp | Technology | 10.8% | $65.6m | 990,602 | 5% | added |
| 3 | MDT Medtronic Inc | Healthcare | 9.7% | $59.2m | 1,156,066 | 3% | added |
| 4 | McGraw Hill | 7.6% | $46.1m | 755,220 | 7% | added | |
| 5 | PFE Pfizer Inc | Healthcare | 6.6% | $40.3m | 1,010,720 | 6% | added |
| 6 | Bershire Hathaway B | 6.6% | $40.1m | 15,896 | 39% | added | |
| 7 | HSY Hershey Foods | Consumer Defensive | 6.4% | $39.2m | 578,975 | 5% | added |
| 8 | KO Coca-Cola CO | Consumer Defensive | 6.3% | $38.6m | 818,519 | 7% | added |
| 9 | Anheuser-Busch | 6.2% | $37.6m | 831,342 | -9% | reduced | |
| 10 | UPS UPS | Industrials | 6.0% | $36.2m | 664,324 | -9% | reduced |
| 11 | AXP American Express | Financial Services | 4.1% | $25.0m | 700,442 | -20% | reduced |
| 12 | Reynolds & Reynolds | 4.1% | $24.9m | 1,025,005 | -28% | reduced | |
| 13 | INTC Intel Corp | Technology | 3.7% | $22.3m | 710,121 | 2% | added |
| 14 | Dell Computer Corp | 3.6% | $21.7m | 798,928 | -1% | reduced | |
| 15 | Minn Mng & Mfg | 3.4% | $20.7m | 175,373 | 6% | added | |
| 16 | MCD McDonald's Corp | Consumer Cyclical | 2.8% | $16.9m | 637,814 | -21% | reduced |
| 17 | Hearst-Argyle | 1.0% | $5.8m | 271,237 | -49% | 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.