SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 39
New Positions 2
Increased Positions 13
Decreased Positions 24
Positions with Activity 37
Sold Out Positions 2
Total Mkt Value (in $ millions) 4,719

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

Sector Weighting

Basic Materials 3.74%
Capital Goods 3.09%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.58%
Energy 4.98%
Financial 15.04%
Healthcare 7.46%
Services 27.48%
Technology 24.06%
Transportation
Utilities

2 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARM HLDGS PLC SPONSORED ADR 208 208 New 4,436
TENCENT HLDGS LTD ADR 175 175 New 10,455