Polen Growth Fund Institutional Class (POLIX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.48
+0.86 (3.00%)
Mar 31, 2026, 4:00 PM EST
POLIX Holdings Information
POLIX is a mutual fund with a total of 27 individual holdings. The top holdings are Amazon.com stock at 9.16%, Microsoft at 7.31%, Eli Lilly and Company at 6.06%, Alphabet at 5.76%, and Broadcom at 5.65%.
Total Holdings
27
Top 10 Percentage
57.73%
Asset Class
Equity
Fund Category
Large Growth
Assets
2.84B
Forward PE Ratio
28.04
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | 9.16% |
| 2 | MSFT | Microsoft Corporation | 7.31% |
| 3 | LLY | Eli Lilly and Company | 6.06% |
| 4 | GOOG | Alphabet Inc. | 5.76% |
| 5 | AVGO | Broadcom Inc. | 5.65% |
| 6 | ORCL | Oracle Corporation | 5.49% |
| 7 | MA | Mastercard Incorporated | 4.97% |
| 8 | V | Visa Inc. | 4.66% |
| 9 | NVDA | NVIDIA Corporation | 4.53% |
| 10 | SHOP | Shopify Inc. | 4.15% |
| 11 | MSCI | MSCI Inc. | 3.64% |
| 12 | ZTS | Zoetis Inc. | 3.44% |
| 13 | CSGP | CoStar Group, Inc. | 3.17% |
| 14 | NOW | ServiceNow, Inc. | 3.16% |
| 15 | IDXX | IDEXX Laboratories, Inc. | 3.13% |
| 16 | n/a | United States Dollar | 2.95% |
| 17 | SBUX | Starbucks Corporation | 2.91% |
| 18 | AON | Aon plc | 2.75% |
| 19 | INTU | Intuit Inc. | 2.74% |
| 20 | ACN | Accenture plc | 2.43% |
| 21 | SNPS | Synopsys, Inc. | 2.29% |
| 22 | ISRG | Intuitive Surgical, Inc. | 2.24% |
| 23 | ABNB | Airbnb, Inc. | 1.99% |
| 24 | BSX | Boston Scientific Corporation | 1.87% |
| 25 | UBER | Uber Technologies, Inc. | 1.43% |
As of Jan 31, 2026