Polen Capital Management 13F holdings, Q1 2002
Holdings as of March 31, 2002 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 18 US equity positions worth $718.8m in its Q1 2002 13F filing. The largest position was AMGN at 11.3% of the reported book, followed by MSFT and MDT. Against the Q4 2001 filing, it opened 1 new position, added to 15 and reduced 2 among the top 18 holdings.
What did Polen Capital Management own in Q1 2002? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2001 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 11.3% | $81.0m | 1,357,434 | 13% | added |
| 2 | MSFT Microsoft Corp | Technology | 9.4% | $67.3m | 1,115,210 | 13% | added |
| 3 | MDT Medtronic Inc | Healthcare | 8.8% | $62.9m | 1,391,691 | 20% | added |
| 4 | McGraw Hill | 8.1% | $58.0m | 849,729 | 13% | added | |
| 5 | PFE Pfizer Inc | Healthcare | 7.5% | $54.1m | 1,361,545 | 35% | added |
| 6 | KO Coca-Cola CO | Consumer Defensive | 7.0% | $50.4m | 964,527 | 18% | added |
| 7 | Anheuser-Busch | 6.9% | $49.2m | 943,282 | 13% | added | |
| 8 | UPS UPS | Industrials | 6.7% | $48.5m | 797,929 | 20% | added |
| 9 | HSY Hershey Foods | Consumer Defensive | 6.3% | $45.6m | 664,640 | 15% | added |
| 10 | Bershire Hathaway B | 5.8% | $41.6m | 17,558 | 10% | added | |
| 11 | AXP American Express | Financial Services | 4.5% | $32.4m | 790,889 | 13% | added |
| 12 | Reynolds & Reynolds | 4.0% | $29.1m | 970,095 | -5% | reduced | |
| 13 | INTC Intel Corp | Technology | 3.5% | $25.3m | 833,408 | 17% | added |
| 14 | Dell Computer Corp | 3.5% | $25.2m | 965,495 | 21% | added | |
| 15 | Minn Mng & Mfg | 3.2% | $23.3m | 202,452 | 15% | added | |
| 16 | MCD McDonald's Corp | Consumer Cyclical | 2.8% | $19.9m | 716,844 | 12% | added |
| 17 | Hearst-Argyle | 0.5% | $3.3m | 132,665 | -51% | reduced | |
| 18 | BRK/A Bershire Hathaway A | 0.2% | $1.7m | 24 | – | new |
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.