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

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 181 181 New 4,436
TENCENT HLDGS LTD ADR 162 162 New 10,455