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) 4,831

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

Sector Weighting

Basic Materials 4.8%
Capital Goods 3.03%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.18%
Energy 5.82%
Financial 15.38%
Healthcare 7.58%
Services 25.87%
Technology 22.98%
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 281,389 24,000 9.32 2,453,265
MONSANTO CO NEW COM 231,680 8,016 3.58 1,916,291
LOWES COS INC COM 231,509 24,636 11.91 4,880,029
VISA INC COM CL A 221,700 5,929 2.75 1,021,657
COLGATE PALMOLIVE CO COM 219,729 22,498 11.41 3,160,659
YUM BRANDS INC COM 217,945 5,528 2.60 2,646,567
QUALCOMM INC COM 212,185 1,790 .85 2,665,637
STATE STR CORP COM 191,885 5,418 2.91 2,838,117
AON PLC SHS CL A 171,137 171,137 New 1,899,619
STARWOOD HOTELS&RESORTS WRLDWD COM 168,337 -2,508 (1.47) 2,011,675
DISNEY WALT CO COM DISNEY 162,376 32,654 25.17 1,868,748
AUTOMATIC DATA PROCESSING INC COM 160,569 6,011 3.89 2,003,861
EQUINIX INC COM NEW 160,441 160,441 New 758,907
CERNER CORP COM 159,081 13,367 9.17 3,110,691
AMERICAN EXPRESS CO COM 158,144 32,218 25.59 1,674,010
STARBUCKS CORP COM 154,743 3,728 2.47 1,968,746
SAP AG SPON ADR 148,253 4,044 2.81 1,905,815
FASTENAL CO COM 146,231 3,873 2.72 3,168,611
EBAY INC COM 143,186 -73,998 (34.07) 2,780,309
ECOLAB INC COM 138,861 7,014 5.32 1,267,093


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