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Polen Growth Institutional (POLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.32-0.23 (-0.52%)
At close: 08:05AM EDT

Overall portfolio composition (%)

Cash0.83%
Stocks99.17%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
POLIX
Basic materials
0.00%
Consumer cyclical
22.41%
Financial services
13.50%
Property
0.00%
Consumer defensive
0.00%
Healthcare
17.47%
Utilities
0.00%
Communication services
12.21%
Energy
0.00%
Industrials
0.00%
Technology
34.42%

Equity holdings

AveragePOLIXCategory average
Price/Earnings0.0334.82
Price/book0.118.34
Price/sales0.184.62
Price/Cash flow0.0423.95
Median market cap417,906.38310,214.47
3-year earnings growth20.4823.61

Bond holdings

AveragePOLIXCategory average
MaturityN/A3.63
DurationN/A2.73
Credit qualityN/AN/A

Bond ratings

Sector(s)POLIX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (66.08% of total assets)

Get quotes for top holdings
NameSymbol% assets
Amazon.com IncAMZN15.81%
Microsoft CorpMSFT9.38%
Alphabet Inc Class CGOOG6.33%
Netflix IncNFLX5.78%
Visa Inc Class AV5.48%
Salesforce IncCRM5.25%
ServiceNow IncNOW4.88%
Mastercard Inc Class AMA4.84%
Abbott LaboratoriesABT4.34%
Airbnb Inc Ordinary Shares - Class AABNB3.99%