SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 46
New Positions 8
Increased Positions 31
Decreased Positions 15
Positions with Activity 46
Sold Out Positions 9
Total Mkt Value (in $ millions) 4,831

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

Sector Weighting

Basic Materials 4.8%
Capital Goods 3.03%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.18%
Energy 5.82%
Financial 15.38%
Healthcare 7.58%
Services 25.87%
Technology 22.98%
Transportation
Utilities

46 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SANOFI SPONSORED ADR 136,400 24,369 21.75 2,641,878
PERRIGO CO PLC SHS 133,718 -9,130 (6.39) 914,934
GOOGLE INC CL A 116,315 1,260 1.10 198,270
GOOGLE INC CL C 114,834 1,244 1.10 198,270
AMAZON COM INC COM 111,766 111,766 New 322,837
AMGEN INC COM 98,574 98,574 New 823,029
SALESFORCE COM INC COM 92,024 -6,011 (6.13) 1,697,553
LINKEDIN CORP COM CL A 83,962 18,523 28.31 536,224
REGENERON PHARMACEUTICALS COM 76,881 38,803 101.90 243,209
IDEXX LABS INC COM 54,294 -24,720 (31.29) 406,360
WHOLE FOODS MKT INC COM 54,129 54,129 New 1,439,603
AMBEV SA SPONSORED ADR 29,163 -10,406 (26.3) 4,154,265
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 26,178 133 .51 280,965
MERCADOLIBRE INC COM 22,891 4,599 25.14 253,280
NESTLE S A SPONSORED ADR 257 257 New 3,348
DANONE SPONSORED ADR 221 221 New 14,870
AIA GROUP LTD SPONSORED ADR 203 203 New 10,003
APPLE INC COM -188,048 Sold Out 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - -20,830 Sold Out 0
ISHARES RUS 1000 GRW ETF -522 Sold Out 0


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