David M. Polen - Polen Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 117 | |
| Portfolio Value | $31.85B |
Polen Capital Management Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 34.81% | |
| Healthcare | 19.47% | |
| Financial Services | 19.46% | |
| Consumer Cyclical | 15.58% | |
| Communication Services | 6.64% | |
| Real Estate | 1.66% | |
| ETF | 0.64% | |
| Industrials | 0.10% | |
| Consumer Defensive | 0.01% | |