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) 4,630

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

Sector Weighting

Basic Materials 3.73%
Capital Goods 2.89%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.84%
Energy 4.66%
Financial 16.44%
Healthcare 8.94%
Services 24.76%
Technology 22.71%
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
STARWOOD HOTELS&RESORTS WRLDWD COM -141,425 Sold Out 0
EBAY INC COM -108,397 Sold Out 0
LINKEDIN CORP COM CL A 65,391 -99,703 (60.39) 293,732
YUM BRANDS INC COM 96,016 -86,546 (47.41) 1,307,587
CERNER CORP COM 136,241 -42,235 (23.66) 2,017,485
SALESFORCE COM INC COM 106,829 -27,997 (20.77) 1,848,566
LOWES COS INC COM 307,311 -22,208 (6.74) 4,399,591
STATE STR CORP COM 178,993 -20,115 (10.1) 2,467,514
REGENERON PHARMACEUTICALS COM 89,052 -17,509 (16.43) 214,201
PERRIGO CO PLC SHS 131,702 -14,262 (9.77) 844,187
DISNEY WALT CO COM DISNEY 155,407 -13,877 (8.2) 1,653,791
FASTENAL CO COM 133,832 -13,291 (9.03) 2,947,843
GOOGLE INC CL C 201,505 -12,838 (5.99) 388,533
MERCADOLIBRE INC COM 22,513 -11,169 (33.16) 175,786
AUTOMATIC DATA PROCESSING INC COM 150,859 -11,062 (6.83) 1,761,749
ECOLAB INC COM 118,749 -9,037 (7.07) 1,115,220
STARBUCKS CORP COM 164,849 -4,467 (2.64) 1,866,077
MONSANTO CO NEW COM 171,394 -3,205 (1.84) 1,444,900
SANOFI SPONSORED ADR 107,978 -3,137 (2.82) 2,317,117
QUALCOMM INC COM 129,238 -2,829 (2.14) 1,800,729