Polen Capital Management Portfolio Analysis (December 31, 2021)
Famous superinvestor, Polen Capital Management, revealed in a recent regulatory filing his newest positions. In Polen Capital Management portfolio 2021 analysis, we will go into more detail about top 5 stocks this superinvestor had as of December 31, 2021.
Capital manages his investments via his fund, Polen Capital Management, which holds about $59.5 billion according to the latest available 13F filling. Click here for the latest available 13F filling.
The most notable stocks in Polen Capital Management’s Q4 portfolio include Amazon Com Inc, Alphabet Inc, Meta Platforms Inc, Microsoft Corp and Abbott Labs. In addition to others mentioned in detail below.
We used the Q4 portfolio of Polen Capital Management’s Polen Capital Management to select his top 5 value stocks. We ranked the securities according to Capital’s stake value in each holding.
Summary
- Polen Capital Management’s top 5 securities make up 33.0% of the entire portfolio.
- Polen Capital Management owns position in 92 holdings, managing approximately $59.5 billion.
- Amazon Com Inc, Capital’s largest holding, makes up 8.3% of the total portfolio.
Amazon Com Inc (AMZN)
Polen Capital Management’s stake value: $4.9 Billion
Percentage of Polen Capital Management’s 13F Portfolio: 8.3%
Amazon.com Inc. does business in Retail Trade sector and has 1298000 employees. Current CEO is Jeffrey Bezos.
As of February 13, 2022 Amazon Com Inc had a market cap of $1.56T Million. Analysts predicted 1 year target price of $4101.9 that exceeds the current price of $3162.69 for 29.7%. Trailing twelve months P/E ratio is currently 47.31 making it overly expensive stock than the rest of the S&P500 index. If we look at revenue, Amazon Com Inc generated high $469822 million revenue in 2021 which is a considerable increase of 21.7% compared to 2020 when it was $386064 million. Net income surged according to the latest fillings, jumping in 2021 by around 56.4% adding up to total of $33364.0 million. Further, in 2021, the net profit margin, was at 7.1%, shows an improvement compared the company’s previous years of operation.
Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. Customer reviews, 1-Click shopping, personalized recommendations, Prime, Fulfillment by Amazon, AWS, Kindle Direct Publishing, Kindle, Fire tablets, Fire TV, Amazon Echo, and Alexa are some of the products and services pioneered by Amazon.
Alphabet Inc (GOOGL)
Polen Capital Management’s stake value: $4.6 Billion
Percentage of Polen Capital Management’s 13F Portfolio: 7.8%
Alphabet Inc does business in Information sector and has 135301 employees. Current CEO is Sundar Pichai.
As of February 13, 2022 Alphabet Inc had a market cap of $1.774T Million. Analysts predicted 1 year target price of $3454.88 that exceeds the current price of $2772.0 for 24.6%. Trailing twelve months P/E ratio is currently 23.94 making it a slightly cheaper stock than the rest of the S&P500 index. Looking at revenue, Alphabet Inc generated significant amount of revenue, $257637 million in 2021, surging by 41.2% in comparison to 2020 when it was $182527 million. Net income surged according to the latest fillings, jumping in 2021 by around 88.8% adding up to total of $76033.0 million. Further, in 2021, the net profit margin, was at 29.5%, shows an improvement compared the company’s previous years of operation.
Meta Platforms Inc (FB)
Polen Capital Management’s stake value: $3.5 Billion
Percentage of Polen Capital Management’s 13F Portfolio: 5.9%
Meta Platforms Inc does business in Data Processing, Hosting, and Related Servicesindustry, which is Information sector and has 58604 employees. Current CEO is Mark Zuckerberg.
As of February 13, 2022 Meta Platforms Inc had a market cap of $597.602 Million. Analysts predicted 1 year target price of $338.69 that exceeds the current price of $228.46 for 48.2%. Trailing twelve months P/E ratio is currently 15.94 making it a slightly cheaper stock than the rest of the S&P500 index. Looking at revenue, Meta Platforms Inc generated significant amount of revenue, $117929 million in 2021, surging by 37.2% in comparison to 2020 when it was $85965 million. Net income surged according to the latest fillings, jumping in 2021 by around 35.1% adding up to total of $39370.0 million. Besides, profit margin, which levels at 33.4%, shows an improvement, comparing to the the previous years.
Founded in 2004, Facebook’s mission is to give people the power to build community and bring the world closer together. People use Facebook’s apps and technologies to connect with friends and family, find communities and grow businesses.
Microsoft Corp (MSFT)
Polen Capital Management’s stake value: $3.4 Billion
Percentage of Polen Capital Management’s 13F Portfolio: 5.7%
Microsoft Corporation does business in Data Processing, Hosting, and Related Servicesindustry, which is Information sector and has 163000 employees. Current CEO is Satya Nadella.
As of February 13, 2022 Microsoft Corp had a market cap of $2.212T Million. Analysts predicted 1 year target price of $370.72 that exceeds the current price of $303.19 for 22.3%. Trailing twelve months P/E ratio is currently 31.42 making it a slightly more expensive stock than the rest of the S&P500 index. If we look at revenue, Microsoft Corp generated high $168088 million revenue in 2021 which is a considerable increase of 17.5% compared to 2020 when it was $143015 million. Net income surged according to the latest fillings, jumping in 2021 by around 38.4% adding up to total of $61271.0 million. Further, in 2021, the net profit margin, was at 36.5%, shows an improvement compared the company’s previous years of operation.
Microsoft enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more.
Abbott Labs (ABT)
Polen Capital Management’s stake value: $3.2 Billion
Percentage of Polen Capital Management’s 13F Portfolio: 5.3%
Abbott Laboratories does business in Pharmaceutical Preparation Manufacturing industry, which is Manufacturing sector and has 109000 employees. Current CEO is Robert Ford.
As of February 13, 2022 Abbott Labs had a market cap of $221.903 Million. Analysts predicted 1 year target price of $143.72 that exceeds the current price of $127.78 for 12.5%. Trailing twelve months P/E ratio is currently 31.85 making it a slightly more expensive stock than the rest of the S&P500 index. If we look at revenue, Abbott Labs generated high $43075 million revenue in 2021 which is a considerable increase of 24.5% compared to 2020 when it was $34608 million. Net income surged according to the latest fillings, jumping in 2021 by around 57.3% adding up to total of $7071.0 million. Further, in 2021, the net profit margin, was at 16.4%, shows an improvement compared the company’s previous years of operation.
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Its portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.
Conclusion
To conclude, here is the list of the top 5 holdings and most recent financial indicators of these positions as of February 13, 2022.
| Stock | % of portfolio | Market Cap (USD) | P/E | Net earnings (USDm) | Net earnings y/y | Profit margin |
| Amazon Com Inc (AMZN) | 8.3% | 1.56T | 47.3 | 33364 | 56.4% | 7.1% |
| Alphabet Inc (GOOGL) | 7.8% | 1.774T | 23.9 | 76033 | 88.8% | 29.5% |
| Meta Platforms Inc (FB) | 5.9% | 597.602B | 15.9 | 39370 | 35.1% | 33.4% |
| Microsoft Corp (MSFT) | 5.7% | 2.212T | 31.4 | 61271 | 38.4% | 36.5% |
| Abbott Labs (ABT) | 5.3% | 221.903B | 31.9 | 7071 | 57.3% | 16.4% |
Canadians can find the above stocks on Questrade.
Other investors can use Interactive Brokers or eToro.
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