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Polen Growth Institutional (POLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.70+0.45 (+0.99%)
At close: 08:00PM EDT

Overall Portfolio Composition (%)

Cash2.93%
Stocks97.07%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
POLIX
Basic Materials
0.00%
Consumer Cyclical
22.02%
Financial Services
10.68%
Real Estate
0.00%
Consumer Defensive
0.00%
Healthcare
19.68%
Utilities
0.00%
Communication Services
13.80%
Energy
0.00%
Industrials
0.00%
Technology
33.81%

Equity Holdings

AveragePOLIXCategory Average
Price/Earnings0.0334.82
Price/Book0.118.34
Price/Sales0.184.62
Price/Cashflow0.0423.95
Median Market Cap415,268.91310,214.47
3 Year Earnings Growth19.7223.61

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 (66.57% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Amazon.com IncAMZN14.89%
Microsoft CorpMSFT9.32%
Alphabet Inc Class CGOOG7.85%
Netflix IncNFLX5.55%
Visa Inc Class AV5.51%
Salesforce IncCRM5.02%
Mastercard Inc Class AMA4.86%
Thermo Fisher Scientific IncTMO4.70%
ServiceNow IncNOW4.64%
Airbnb Inc Ordinary Shares - Class AABNB4.22%