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) 4,495

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

Sector Weighting

Basic Materials 3.26%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.35%
Energy 5.47%
Financial 16.22%
Healthcare 8.37%
Services 22.89%
Technology 23.18%
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 247,668 -12,932 (4.96) 3,502,086
VISA INC COM CL A 222,052 -36,955 (14.27) 3,195,447
AMGEN INC COM 208,132 1,619 .78 1,297,255
SCHLUMBERGER LTD COM 189,627 4,383 2.37 2,083,808
AMAZON COM INC COM 188,218 -39,833 (17.47) 436,275
GOOGLE INC CL C 188,196 -11,533 (5.77) 348,646
STATE STR CORP COM 181,952 -1,939 (1.05) 2,318,751
EQUINIX INC COM PAR $0.001 181,271 -19,786 (9.84) 671,350
MONDELEZ INTL INC CL A 175,049 101,480 137.94 4,360,951
SAP SE SPON ADR 167,905 -5,859 (3.37) 2,263,180
PRICELINE GRP INC COM NEW 167,127 13,670 8.91 139,533
AON PLC SHS CL A 164,890 -8,425 (4.86) 1,601,341
COLGATE PALMOLIVE CO COM 162,650 -6,890 (4.06) 2,408,206
STARBUCKS CORP COM 156,062 -26,762 (14.64) 3,025,050
DISNEY WALT CO COM DISNEY 154,801 -17,564 (10.19) 1,402,562
AUTOMATIC DATA PROCESSING INC COM 148,335 996 .68 1,726,634
ECOLAB INC COM 147,477 26,294 21.70 1,288,568
MONSANTO CO NEW COM 146,453 -20,793 (12.43) 1,235,269
AMERICAN EXPRESS CO COM 144,490 20,841 16.86 1,803,642
SALESFORCE COM INC COM 137,674 -10,958 (7.37) 1,861,713