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) 4,496

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

Sector Weighting

Basic Materials 3.78%
Capital Goods 2.95%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.66%
Energy 4.62%
Financial 17.37%
Healthcare 9.05%
Services 24.16%
Technology 22.46%
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
CERNER CORP COM 123,006 -38,133 (23.66) 2,017,485
ECOLAB INC COM 113,251 -8,619 (7.07) 1,115,220
PRICELINE GRP INC COM NEW 111,834 111,834 New 106,932
SANOFI SPONSORED ADR 105,151 -3,055 (2.82) 2,317,117
SALESFORCE COM INC COM 99,434 -26,059 (20.77) 1,848,566
YUM BRANDS INC COM 90,250 -81,349 (47.41) 1,307,587
REGENERON PHARMACEUTICALS COM 84,851 -16,683 (16.43) 214,201
RED HAT INC COM 73,710 73,710 New 1,265,844
LINKEDIN CORP COM CL A 63,320 -96,546 (60.39) 293,732
HERSHEY CO COM 43,904 43,904 New 448,277
CORE LABORATORIES N V COM 26,857 26,857 New 233,883
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 23,239 753 3.35 283,615
CDK GLOBAL INC COM 22,767 -1,669 (6.83) 587,244
MERCADOLIBRE INC COM 22,325 -11,076 (33.16) 175,786
AMBEV SA SPONSORED ADR 22,122 734 3.43 3,894,635
AMERICAN TOWER CORP NEW COM 2,208 2,208 New 23,050
CELGENE CORP COM 1,844 1,844 New 16,750
ACE LIMITED SHS 1,827 1,827 New 16,500
PRECISION CASTPARTS CORP COM 1,538 1,538 New 6,700
TIFFANY & CO NEW COM 1,400 1,400 New 13,751


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