SUSTAINABLE GROWTH ADVISERS, LP Information

301 TRESSER BLVD., STAMFORD, Connecticut, 06901, (203) 348-4742

Report Date: 12/31/2014

Position Statistics

Total Positions 65
New Positions 4
Increased Positions 17
Decreased Positions 46
Positions with Activity 63
Sold Out Positions 21
Total Mkt Value (in $ millions) 4,676

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.57%
Capital Goods 2.59%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14%
Energy 4.76%
Financial 15.29%
Healthcare 8.53%
Services 23.93%
Technology 23.93%
Transportation 0.03%
Utilities

65 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LOWES COS INC COM 260,526 -50,525 (16.24) 3,684,946
VISA INC COM CL A 245,141 -51,813 (17.45) 3,727,252
AMAZON COM INC COM 223,532 -15,398 (6.45) 528,606
AMGEN INC COM 206,409 -7,407 (3.46) 1,287,161
GOOGLE INC CL C 199,029 -9,962 (4.77) 370,012
EQUINIX INC COM PAR $0.001 192,770 -6,245 (3.14) 744,629
SCHLUMBERGER LTD COM 189,315 -19,486 (9.33) 2,035,641
STATE STR CORP COM 181,969 -9,633 (5.03) 2,343,456
SAP SE SPON ADR 178,940 27,414 18.09 2,342,148
STARBUCKS CORP COM 178,217 -9,473 (5.05) 3,543,792
DISNEY WALT CO COM DISNEY 172,599 -10,178 (5.57) 1,561,700
COLGATE PALMOLIVE CO COM 169,892 -24,997 (12.83) 2,510,220
MONSANTO CO NEW COM 167,077 -4,057 (2.37) 1,410,645
AON PLC SHS CL A 165,656 -9,031 (5.17) 1,683,158
PRICELINE GRP INC COM NEW 161,486 26,706 19.81 128,120
AUTOMATIC DATA PROCESSING INC COM 147,545 -4,018 (2.65) 1,715,045
SALESFORCE COM INC COM 147,446 11,835 8.73 2,009,898
CERNER CORP COM 138,979 -6,502 (4.47) 1,927,320
PERRIGO CO PLC SHS 130,761 -26,477 (16.84) 702,035
WHOLE FOODS MKT INC COM 122,547 -13,603 (9.99) 2,543,784