SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 46
New Positions 2
Increased Positions 17
Decreased Positions 29
Positions with Activity 46
Sold Out Positions 4
Total Mkt Value (in $ millions) 4,513

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

Sector Weighting

Basic Materials 3.28%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.43%
Energy 5.53%
Financial 16.17%
Healthcare 8.46%
Services 22.74%
Technology 23.08%
Transportation 0%
Utilities

46 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LOWES COS INC COM 240,663 -12,566 (4.96) 3,502,086
VISA INC COM CL A 221,668 -36,891 (14.27) 3,195,447
AMGEN INC COM 212,542 1,654 .78 1,297,255
SCHLUMBERGER LTD COM 191,773 4,433 2.37 2,083,808
GOOGLE INC CL C 189,144 -11,591 (5.77) 348,646
AMAZON COM INC COM 188,309 -39,853 (17.47) 436,275
STATE STR CORP COM 182,949 -1,949 (1.05) 2,318,751
EQUINIX INC COM PAR $0.001 180,069 -19,655 (9.84) 671,350
MONDELEZ INTL INC CL A 175,790 101,909 137.94 4,360,951
SAP SE SPON ADR 171,549 -5,986 (3.37) 2,263,180
PRICELINE GRP INC COM NEW 169,202 13,840 8.91 139,533
COLGATE PALMOLIVE CO COM 165,733 -7,021 (4.06) 2,408,206
AON PLC SHS CL A 163,913 -8,375 (4.86) 1,601,341
STARBUCKS CORP COM 155,276 -26,627 (14.64) 3,025,050
DISNEY WALT CO COM DISNEY 154,829 -17,567 (10.19) 1,402,562
AUTOMATIC DATA PROCESSING INC COM 150,683 1,011 .68 1,726,634
ECOLAB INC COM 149,525 26,659 21.70 1,288,568
MONSANTO CO NEW COM 148,232 -21,045 (12.43) 1,235,269
AMERICAN EXPRESS CO COM 145,662 21,010 16.86 1,803,642
SALESFORCE COM INC COM 135,737 -10,804 (7.37) 1,861,713