SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 39
New Positions 3
Increased Positions 12
Decreased Positions 27
Positions with Activity 39
Sold Out Positions 2
Total Mkt Value (in $ millions) 4,551

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

Sector Weighting

Basic Materials 6.91%
Capital Goods 6.95%
Conglomerates 0%
Consumer Cyclical
Consumer/Non-Cyclical 10.59%
Energy 4.98%
Financial 11.08%
Healthcare 6.65%
Services 25.21%
Technology 23.59%
Transportation
Utilities

39 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EBAY INC COM 230,637 -13,749 (5.63) 4,217,168
SCHLUMBERGER LTD COM 226,512 -11,534 (4.85) 2,244,022
QUALCOMM INC COM 211,928 -8,054 (3.66) 2,643,150
VISA INC COM CL A 208,174 -9,525 (4.38) 994,333
MONSANTO CO NEW COM 208,161 -42,401 (16.92) 1,849,989
LOWES COS INC COM 203,777 -2,611 (1.27) 4,360,723
YUM BRANDS INC COM 198,256 4,514 2.33 2,579,440
COLGATE PALMOLIVE CO COM 190,592 10,872 6.05 2,837,038
STATE STR CORP COM 179,020 -4,995 (2.72) 2,757,974
NATIONAL OILWELL VARCO INC COM 161,790 -54,940 (25.35) 1,990,280
STARWOOD HOTELS&RESORTS WRLDWD COM 156,226 -11,982 (7.12) 2,041,642
FASTENAL CO COM 154,697 14,329 10.21 3,084,689
CERNER CORP COM 153,805 -8,123 (5.02) 2,849,304
SAP AG SPON ADR 151,309 -3,134 (2.03) 1,853,823
APPLE INC COM 146,426 -16,925 (10.36) 282,125
AUTOMATIC DATA PROCESSING INC COM 145,492 -931 (0.64) 1,928,840
PERRIGO CO PLC SHS 140,082 140,082 New 977,404
STARBUCKS CORP COM 136,010 -52,090 (27.69) 1,921,316
ECOLAB INC COM 128,767 -37,077 (22.36) 1,203,092
DISNEY WALT CO COM DISNEY 117,867 117,867 New 1,492,937


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