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) 4,862

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

Sector Weighting

Basic Materials 4.68%
Capital Goods 2.93%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.09%
Energy 5.72%
Financial 15.51%
Healthcare 7.5%
Services 25.48%
Technology 23.53%
Transportation
Utilities

46 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
APPLE INC COM -187,060 Sold Out 0
NATIONAL OILWELL VARCO INC COM -171,224 Sold Out 0
PRAXAIR INC COM -106,338 Sold Out 0
NOVO-NORDISK A S ADR -88,136 Sold Out 0
TIFFANY & CO NEW COM -87,091 Sold Out 0
EBAY INC COM 144,715 -74,789 (34.07) 2,780,309
IDEXX LABS INC COM 53,457 -24,338 (31.29) 406,360
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - -18,531 Sold Out 0
NOW INC COM -16,654 Sold Out 0
AMBEV SA SPONSORED ADR 31,074 -11,087 (26.3) 4,154,265
PERRIGO CO PLC SHS 142,117 -9,703 (6.39) 914,934
SALESFORCE COM INC COM 90,989 -5,943 (6.13) 1,697,553
STARWOOD HOTELS&RESORTS WRLDWD COM 168,438 -2,509 (1.47) 2,011,675
ISHARES RUS 1000 GRW ETF -525 Sold Out 0
MASTERCARD INC CL A -239 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 27,627 141 .51 280,965
AIA GROUP LTD SPONSORED ADR 212 212 New 10,003
DANONE SPONSORED ADR 228 228 New 14,870
NESTLE S A SPONSORED ADR 258 258 New 3,348
GOOGLE INC CL C 117,919 1,278 1.10 198,270


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