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) 4,591

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

Sector Weighting

Basic Materials 2.74%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.92%
Energy 4.87%
Financial 15.98%
Healthcare 8.91%
Services 23.23%
Technology 23.31%
Transportation 0%
Utilities

46 Activity 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 242,905 -12,683 (4.96) 3,502,086
VISA INC COM CL A 240,745 -40,066 (14.27) 3,195,447
AMAZON COM INC COM 233,909 -49,503 (17.47) 436,275
AMGEN INC COM 229,082 1,782 .78 1,297,255
GOOGLE INC CL C 218,116 -13,367 (5.77) 348,646
MONDELEZ INTL INC CL A 196,810 114,095 137.94 4,360,951
EQUINIX INC COM PAR $0.001 187,246 -20,438 (9.84) 671,350
STATE STR CORP COM 177,524 -1,891 (1.05) 2,318,751
STARBUCKS CORP COM 175,241 -30,051 (14.64) 3,025,050
PRICELINE GRP INC COM NEW 173,519 14,193 8.91 139,533
SCHLUMBERGER LTD COM 172,581 3,989 2.37 2,083,808
DISNEY WALT CO COM DISNEY 168,307 -19,097 (10.19) 1,402,562
COLGATE PALMOLIVE CO COM 163,806 -6,939 (4.06) 2,408,206
SAP SE SPON ADR 162,202 -5,660 (3.37) 2,263,180
AON PLC SHS CL A 161,367 -8,245 (4.86) 1,601,341
ECOLAB INC COM 149,229 26,607 21.70 1,288,568
CERNER CORP COM 140,693 2,466 1.78 1,961,699
AUTOMATIC DATA PROCESSING INC COM 137,734 924 .68 1,726,634
AMERICAN EXPRESS CO COM 137,185 19,788 16.86 1,803,642
SALESFORCE COM INC COM 136,464 -10,862 (7.37) 1,861,713


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