SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 63
New Positions 25
Increased Positions 38
Decreased Positions 25
Positions with Activity 63
Sold Out Positions 2
Total Mkt Value (in $ millions) 4,684

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

Sector Weighting

Basic Materials 3.7%
Capital Goods 2.9%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.75%
Energy 4.57%
Financial 16.48%
Healthcare 8.9%
Services 28.51%
Technology 19.16%
Transportation 0.03%
Utilities

63 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QUALCOMM INC COM 130,751 -2,863 (2.14) 1,800,729
ECOLAB INC COM 119,351 -9,083 (7.07) 1,115,220
PRICELINE GRP INC COM NEW 111,408 111,408 New 106,932
SALESFORCE COM INC COM 110,507 -28,961 (20.77) 1,848,566
SANOFI SPONSORED ADR 108,279 -3,146 (2.82) 2,317,117
YUM BRANDS INC COM 97,075 -87,501 (47.41) 1,307,587
REGENERON PHARMACEUTICALS COM 90,772 -17,847 (16.43) 214,201
RED HAT INC COM 83,887 83,887 New 1,265,844
LINKEDIN CORP COM CL A 66,489 -101,378 (60.39) 293,732
HERSHEY CO COM 49,010 49,010 New 448,277
CDK GLOBAL INC COM 27,319 -2,003 (6.83) 587,244
AMBEV SA SPONSORED ADR 25,705 853 3.43 3,894,635
CORE LABORATORIES N V COM 25,227 25,227 New 233,883
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 24,930 808 3.35 283,615
MERCADOLIBRE INC COM 22,414 -11,121 (33.16) 175,786
AMERICAN TOWER CORP NEW COM 2,346 2,346 New 23,050
CELGENE CORP COM 2,079 2,079 New 16,750
ACE LIMITED SHS 1,863 1,863 New 16,500
BIOMARIN PHARMACEUTICAL INC COM 1,528 1,528 New 15,355
ARM HLDGS PLC SPONSORED ADR 1,503 1,292 613.12 31,634