SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 40
New Positions 2
Increased Positions 13
Decreased Positions 25
Positions with Activity 38
Sold Out Positions 2
Total Mkt Value (in $ millions) 4,665

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

Sector Weighting

Basic Materials 3.58%
Capital Goods 3.01%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.65%
Energy 4.44%
Financial 15.32%
Healthcare 8.09%
Services 27.01%
Technology 23.79%
Transportation
Utilities

13 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL C 226,853 118,023 108.45 413,287
VISA INC COM CL A 226,484 5,080 2.30 1,045,100
AMGEN INC COM 161,041 31,669 24.48 1,024,498
AMAZON COM INC COM 155,897 60,469 63.37 527,409
LINKEDIN CORP COM CL A 152,286 42,173 38.30 741,594
PERRIGO CO PLC SHS 146,114 3,228 2.26 935,606
SALESFORCE COM INC COM 143,551 39,100 37.43 2,333,019
FASTENAL CO COM 140,658 3,124 2.27 3,240,593
WHOLE FOODS MKT INC COM 109,861 54,004 96.68 2,831,463
REGENERON PHARMACEUTICALS COM 101,986 5,215 5.39 256,316
MERCADOLIBRE INC COM 30,390 1,123 3.84 263,000
ARM HLDGS PLC SPONSORED ADR 181 181 New 4,436
TENCENT HLDGS LTD ADR 162 162 New 10,455