SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 46
New Positions 2
Increased Positions 17
Decreased Positions 29
Positions with Activity 46
Sold Out Positions 4
Total Mkt Value (in $ millions) 4,481

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

Sector Weighting

Basic Materials 3.27%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 17.44%
Energy 5.46%
Financial 16.31%
Healthcare 8.29%
Services 22.85%
Technology 23.14%
Transportation 0%
Utilities

46 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AIA GROUP LTD SPONSORED ADR 338 -1 (0.23) 12,894
ALIBABA GROUP HLDG LTD SPONSORED ADS 28,967 28,967 New 318,494
AMAZON COM INC COM 186,102 -39,386 (17.47) 436,275
AMBEV SA SPONSORED ADR 23,131 -1,025 (4.24) 3,967,665
AMERICAN EXPRESS CO COM 144,454 20,836 16.86 1,803,642
AMGEN INC COM 204,123 1,588 .78 1,297,255
AON PLC SHS CL A 164,778 -8,419 (4.86) 1,601,341
ARM HLDGS PLC SPONSORED ADR 259 -39 (13.1) 4,831
AUTOMATIC DATA PROCESSING INC COM 148,439 996 .68 1,726,634
CERNER CORP COM 134,043 2,349 1.78 1,961,699
COLGATE PALMOLIVE CO COM 162,145 -6,869 (4.06) 2,408,206
CORE LABORATORIES N V COM 55,826 25,811 85.99 465,566
COSTCO WHSL CORP NEW COM -1,256 Sold Out 0
DANONE SPONSORED ADR 285 6 2.05 20,346
DISNEY WALT CO COM DISNEY 155,025 -17,590 (10.19) 1,402,562
ECOLAB INC COM 147,928 26,375 21.70 1,288,568
ELEKTA AB ADR 93 (0.31) 12,890
EQUINIX INC COM PAR $0.001 180,721 -19,726 (9.84) 671,350
FASTENAL CO COM -120,262 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 23,530 -3,216 (12.02) 259,025