Polen Capital Portfolio 2023
Stan C. Moss
Polen Capital Management LLC Holdings Strategy: Growth InvestorPolen Capital is a team of investors and researchers with the goal of providing their clients with a highly-concentrated high-quality portfolio. They believe consistent earnings growth is the main driver of long-term share price appreciation. Additionally, earnings stability acts as a safety buffer during a bear market and results in less volatile stocks.
Track Polen, It's Free!Performance
1 Year
+27.88%
3 Years
+8.13%
5 Years
+90.75%
10 years
+256.89%
Sectors
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Largest Holdings
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Trades
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 13.2%
- (Buy) $144.38 ― +1.6% →$146.71 (Now)
Netflix Inc. (NFLX)- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 7.4%
- (Buy) $392.20 ― +21.9% →$478.00 (Now)
Alphabet Inc - Class C (GOOG)- Sector: All Other Telecommunications
- % of Portfolio: 6.5%
- (Buy) $52.22 ― +168.1% →$140.02 (Now)
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.5%
- (Buy) $110.18 ― +242.9% →$377.85 (Now)
Adobe Inc (ADBE)- Sector: Software Publishers
- % of Portfolio: 6.4%
- (Buy) $211.91 ― +192.4% →$619.72 (Now)
ServiceNow Inc (NOW)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.4%
- (Buy) $347.16 ― +92.9% →$669.66 (Now)
Mastercard Incorporated - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.7%
- (Buy) $264.29 ― +55.3% →$410.33 (Now)
Visa Inc - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.6%
- (Buy) $117.75 ― +115.5% →$253.72 (Now)
Salesforce Inc (CRM)- Sector: Software Publishers
- % of Portfolio: 4.1%
- (Buy) $185.04 ― +21.0% →$223.84 (Now)
Accenture plc - Class A (ACN)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.0%
- (Buy) $135.05 ― +146.7% →$333.13 (Now)
Airbnb Inc - Class A (ABNB)- Sector: Travel Agencies
- % of Portfolio: 3.4%
- (Buy) $154.74 ― -16.6% →$129.04 (Now)
Abbott Laboratories (ABT)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 3.3%
- (Buy) $89.54 ― +14.7% →$102.70 (Now)
Unitedhealth Group Inc (UNH)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 3.3%
- (Buy) $317.07 ― +71.5% →$543.76 (Now)
PayPal Holdings Inc (PYPL)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.9%
- (Buy) $100.96 ― -44.2% →$56.34 (Now)
Autodesk Inc. (ADSK)- Sector: Software Publishers
- % of Portfolio: 2.6%
- (Buy) $215.21 ― -5.8% →$202.66 (Now)
Thermo Fisher Scientific Inc. (TMO)- Sector: Testing Laboratories
- % of Portfolio: 2.5%
- (Buy) $531.03 ― -8.2% →$487.53 (Now)
Zoetis Inc - Class A (ZTS)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.2%
- (Buy) $92.55 ― +93.8% →$179.35 (Now)
Workday Inc - Class A (WDAY)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.2%
- (Buy) $200.94 ― +16.6% →$234.26 (Now)
Gartner, Inc. (IT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.0%
- (Buy) $101.51 ― +322.0% →$428.34 (Now)
Novo Nordisk - ADR (NVO)- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 2.0%
- (Buy) $164.52 ― -37.2% →$103.26 (Now)
Nike, Inc. - Class B (NKE)- Sector: Footwear Manufacturing
- % of Portfolio: 1.6%
- (Buy) $50.78 ― +112.5% →$107.92 (Now)
Illumina Inc (ILMN)- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 1.2%
- (Buy) $278.80 ― -64.9% →$97.76 (Now)
Lilly(Eli) & Co (LLY)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 0.9%
- (Buy) $515.29 ― +15.5% →$595.09 (Now)
Align Technology, Inc. (ALGN)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 0.8%
- (Buy) $162.15 ― +34.0% →$217.29 (Now)
Icon Plc (ICLR)- Sector: Research and Development in Biotechnology
- % of Portfolio: 0.8%
- (Buy) $209.42 ― +29.8% →$271.92 (Now)
Alphabet Inc - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 0.7%
- (Buy) $54.88 ― +152.3% →$138.49 (Now)
Aon plc. - Class A (AON)- Sector: Insurance Agencies and Brokerages
- % of Portfolio: 0.6%
- (Buy) $237.01 ― +38.8% →$328.98 (Now)
Sap SE - ADR (SAP)- Sector: Software Publishers
- % of Portfolio: 0.5%
- (Buy) $113.97 ― +34.4% →$153.16 (Now)
Automatic Data Processing Inc. (ADP)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.3%
- (Buy) $100.16 ― +130.8% →$231.15 (Now)
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Growth ETF (IWF)- Sector:
- % of Portfolio: 0.2%
- (Buy) $211.58 ― +37.7% →$291.33 (Now)
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Average Buy Price |
Current Price |
Position | ||
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Options
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Average Portfolio Company Metrics
- Market Cap: $653 Billion
- Dividend Yield 0.38 %
- Beta 1.2598
- P/E Ratio 48.22
- Negative P/E Ratio -172.16
- Profit Margin 19.18%
- PEG 1978.4
- Price to Sales Ratio 7.8
- Price to Book Ratio 14.66
- Enterprise Value to EBIT: 29.44
- Enterprise Value to Revenue 7.86
- Total Debt to Enterprise Value 0.05
- Debt to Equity 0.613
- Quarterly Earnings Growth (YoY) -
- Return on Equity 34.62%
- Return on Assets 11.41%
- Return on Invested Capital 19.47%
About Polen Capital
Polen Capital is a team of investors and researchers with the goal of providing their clients with a highly-concentrated high-quality portfolio. They believe consistent earnings growth is the main driver of long-term share price appreciation. Additionally, earnings stability acts as a safety buffer during a bear market and results in less volatile stocks.
Track Polen
Don't miss a trade. Get notified when Stan C. Moss makes his next trade, It's Free!