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) 4,815

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

Sector Weighting

Basic Materials 4.61%
Capital Goods 2.97%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.14%
Energy 5.7%
Financial 15.37%
Healthcare 7.52%
Services 25.32%
Technology 23.79%
Transportation
Utilities

46 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASTERCARD INC CL A -231 Sold Out 0
NATIONAL OILWELL VARCO INC COM -169,512 Sold Out 0
NOVO-NORDISK A S ADR -87,925 Sold Out 0
NOW INC COM -16,549 Sold Out 0
PRAXAIR INC COM -105,409 Sold Out 0
TIFFANY & CO NEW COM -86,925 Sold Out 0