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. Polen Capital's investment strategy is exemplified through its portfolio, showcasing a strong preference for technology and entertainment giants. Leading their investments is Amazon.com Inc., occupying 14.2% of the portfolio, highlighting Polen Capital's confidence in e-commerce and cloud computing sectors. Following closely is Microsoft Corporation with a 9.1% stake, reflecting an emphasis on software and cloud technologies as foundational to future growth. ServiceNow Inc holds the third spot at 6.5%, indicating a bullish outlook on enterprise digital workflow services. Alphabet Inc - Ordinary Shares - Class C, representing 5.7% of the portfolio, underscores a significant investment in online advertising, search, and cloud services. Lastly, Netflix Inc., with a 5.6% share, reveals Polen Capital's belief in the continuing expansion and dominance of streaming media. These top five stocks demonstrate Polen Capital’s strategic focus on companies poised for growth in the digital economy, making it informative for potential investors looking into tech-heavy portfolios.
Track Polen, It's Free!Performance
1 Year
+39.59%
3 Years
+21.48%
5 Years
+97.12%
10 years
+293.37%
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: 14.3%
- (Buy) $144.38 ― +22.5% →$176.82 (Now)
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 9.1%
- (Buy) $140.66 ― +190.9% →$409.14 (Now)
ServiceNow Inc (NOW)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.5%
- (Buy) $347.16 ― +121.2% →$768.08 (Now)
Alphabet Inc - Ordinary Shares - Class C (GOOG)- Sector: All Other Telecommunications
- % of Portfolio: 5.7%
- (Buy) $52.22 ― +159.0% →$135.24 (Now)
Netflix Inc. (NFLX)- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 5.5%
- (Buy) $392.20 ― +55.2% →$608.51 (Now)
Adobe Inc (ADBE)- Sector: Software Publishers
- % of Portfolio: 5.1%
- (Buy) $211.91 ― +162.4% →$556.04 (Now)
Salesforce Inc (CRM)- Sector: Software Publishers
- % of Portfolio: 4.9%
- (Buy) $185.04 ― +63.4% →$302.42 (Now)
Mastercard Incorporated - Ordinary Shares - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.8%
- (Buy) $264.29 ― +76.9% →$467.54 (Now)
Visa Inc - Ordinary Shares - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.5%
- (Buy) $117.75 ― +136.3% →$278.26 (Now)
Accenture plc - Ordinary Shares - Class A (ACN)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.1%
- (Buy) $135.05 ― +186.5% →$386.91 (Now)
Airbnb Inc - Ordinary Shares - Class A (ABNB)- Sector: Travel Agencies
- % of Portfolio: 3.8%
- (Buy) $154.74 ― +5.7% →$163.54 (Now)
Abbott Laboratories (ABT)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 3.6%
- (Buy) $89.54 ― +35.0% →$120.92 (Now)
Autodesk Inc. (ADSK)- Sector: Software Publishers
- % of Portfolio: 2.9%
- (Buy) $215.21 ― +18.0% →$253.84 (Now)
PayPal Holdings Inc (PYPL)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.7%
- (Buy) $100.96 ― -42.1% →$58.50 (Now)
Thermo Fisher Scientific Inc. (TMO)- Sector: Testing Laboratories
- % of Portfolio: 2.7%
- (Buy) $531.03 ― +12.5% →$597.66 (Now)
Unitedhealth Group Inc (UNH)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 2.6%
- (Buy) $317.07 ― +51.0% →$478.78 (Now)
Novo Nordisk - ADR (NVO)- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 2.4%
- (Buy) $164.09 ― -17.2% →$135.92 (Now)
Workday Inc - Ordinary Shares - Class A (WDAY)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.2%
- (Buy) $200.94 ― +31.8% →$264.74 (Now)
Zoetis Inc - Ordinary Shares - Class A (ZTS)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.0%
- (Buy) $92.55 ― +96.1% →$181.51 (Now)
Gartner, Inc. (IT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.9%
- (Buy) $101.51 ― +363.0% →$470.00 (Now)
Nike, Inc. - Ordinary Shares - Class B (NKE)- Sector: Footwear Manufacturing
- % of Portfolio: 1.3%
- (Buy) $50.78 ― +93.4% →$98.19 (Now)
Lilly(Eli) & Co (LLY)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.0%
- (Buy) $515.29 ― +51.4% →$780.16 (Now)
Icon Plc (ICLR)- Sector: Research and Development in Biotechnology
- % of Portfolio: 0.9%
- (Buy) $209.42 ― +62.4% →$340.00 (Now)
Align Technology, Inc. (ALGN)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 0.9%
- (Buy) $162.15 ― +91.7% →$310.80 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 0.6%
- (Buy) $54.88 ― +144.8% →$134.38 (Now)
Aon plc. - Ordinary Shares - Class A (AON)- Sector: Insurance Agencies and Brokerages
- % of Portfolio: 0.6%
- (Buy) $237.29 ― +33.5% →$316.69 (Now)
Sap SE - ADR (SAP)- Sector: Software Publishers
- % of Portfolio: 0.5%
- (Buy) $113.97 ― +71.6% →$195.57 (Now)
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Growth ETF (IWF)- Sector:
- % of Portfolio: 0.3%
- (Buy) $213.32 ― +56.9% →$334.71 (Now)
Automatic Data Processing Inc. (ADP)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.3%
- (Buy) $100.19 ― +143.8% →$244.25 (Now)
Medtronic Plc (MDT)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 0.2%
- (Buy) $100.77 ― -15.5% →$85.15 (Now)
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Average Buy Price |
Current Price |
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Options
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Metrics
Performance
1 Year
+39.59%
3 Years
+21.48%
5 Years
+97.12%
10 years
+293.37%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $820 Billion
- Dividend Yield 0.37 %
- Beta 1.1888
- P/E Ratio 71.59
- Negative P/E Ratio -1.12
- Profit Margin 20.77%
- PEG 522.4
- Price to Sales Ratio 9.0
- Price to Book Ratio 15.96
- Enterprise Value to EBIT: 140.8
- Enterprise Value to Revenue 8.92
- Total Debt to Enterprise Value 0.04
- Debt to Equity 0.5578
- Quarterly Earnings Growth (YoY) -
- Return on Equity 34.96%
- Return on Assets 12.15%
- Return on Invested Capital 20.15%
Track Polen
Don't miss a trade. Get notified when Stan C. Moss makes his next trade, It's Free!
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. Polen Capital's investment strategy is exemplified through its portfolio, showcasing a strong preference for technology and entertainment giants. Leading their investments is Amazon.com Inc., occupying 14.2% of the portfolio, highlighting Polen Capital's confidence in e-commerce and cloud computing sectors. Following closely is Microsoft Corporation with a 9.1% stake, reflecting an emphasis on software and cloud technologies as foundational to future growth. ServiceNow Inc holds the third spot at 6.5%, indicating a bullish outlook on enterprise digital workflow services. Alphabet Inc - Ordinary Shares - Class C, representing 5.7% of the portfolio, underscores a significant investment in online advertising, search, and cloud services. Lastly, Netflix Inc., with a 5.6% share, reveals Polen Capital's belief in the continuing expansion and dominance of streaming media. These top five stocks demonstrate Polen Capital’s strategic focus on companies poised for growth in the digital economy, making it informative for potential investors looking into tech-heavy portfolios.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Polen
Don't miss a trade. Get notified when Stan C. Moss makes his next trade, It's Free!