SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 46
New Positions 8
Increased Positions 31
Decreased Positions 15
Positions with Activity 46
Sold Out Positions 9
Total Mkt Value (in $ millions) 4,821

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

Sector Weighting

Basic Materials 4.55%
Capital Goods 2.95%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.99%
Energy 5.61%
Financial 15.32%
Healthcare 7.77%
Services 25.39%
Technology 23.87%
Transportation
Utilities

46 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHLUMBERGER LTD COM 270,522 23,073 9.32 2,453,265
LOWES COS INC COM 236,535 25,171 11.91 4,880,029
MONSANTO CO NEW COM 219,205 7,584 3.58 1,916,291
VISA INC COM CL A 218,696 5,849 2.75 1,021,657
COLGATE PALMOLIVE CO COM 208,951 21,395 11.41 3,160,659
STATE STR CORP COM 203,947 5,759 2.91 2,838,117
QUALCOMM INC COM 202,695 1,710 .85 2,665,637
YUM BRANDS INC COM 193,199 4,900 2.60 2,646,567
CERNER CORP COM 176,781 14,855 9.17 3,110,691
AUTOMATIC DATA PROCESSING INC COM 164,617 6,163 3.89 2,003,861
EQUINIX INC COM NEW 163,734 163,734 New 758,907
AON PLC SHS CL A 163,538 163,538 New 1,899,619
DISNEY WALT CO COM DISNEY 162,974 32,774 25.17 1,868,748
STARWOOD HOTELS&RESORTS WRLDWD COM 158,279 -2,358 (1.47) 2,011,675
STARBUCKS CORP COM 155,334 3,742 2.47 1,968,746
SAP AG SPON ADR 153,056 4,175 2.81 1,905,815
AMERICAN EXPRESS CO COM 152,184 31,003 25.59 1,674,010
EBAY INC COM 147,996 -76,484 (34.07) 2,780,309
FASTENAL CO COM 142,397 3,771 2.72 3,168,611
PERRIGO CO PLC SHS 140,799 -9,614 (6.39) 914,934