SUSTAINABLE GROWTH ADVISERS, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 65
New Positions 4
Increased Positions 17
Decreased Positions 46
Positions with Activity 63
Sold Out Positions 21
Total Mkt Value (in $ millions) 4,727

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

Sector Weighting

Basic Materials 3.54%
Capital Goods 2.49%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.04%
Energy 4.61%
Financial 15.19%
Healthcare 8.7%
Services 24.06%
Technology 23.91%
Transportation 0.03%
Utilities

65 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ACE LIMITED SHS -1,790 Sold Out 0
ACTAVIS PLC SHS -499 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -846 Sold Out 0
AMERICAN TOWER CORP NEW COM -2,197 Sold Out 0
ATHENAHEALTH INC COM -1,024 Sold Out 0
BIOMARIN PHARMACEUTICAL INC COM -1,847 Sold Out 0
CDK GLOBAL INC COM -28,887 Sold Out 0
CELGENE CORP COM -1,988 Sold Out 0
CHIPOTLE MEXICAN GRILL INC COM -1,041 Sold Out 0
DRIL-QUIP INC COM -166 Sold Out 0
ILLUMINA INC COM -1,318 Sold Out 0
MEAD JOHNSON NUTRITION CO COM -1,335 Sold Out 0
OCEANEERING INTL INC COM -646 Sold Out 0
PRECISION CASTPARTS CORP COM -1,343 Sold Out 0
SCHWAB CHARLES CORP NEW COM -1,011 Sold Out 0
SERVICENOW INC COM -624 Sold Out 0
SPLUNK INC COM -1,310 Sold Out 0
TIFFANY & CO NEW COM -1,198 Sold Out 0
VERISK ANALYTICS INC CL A -538 Sold Out 0
VMWARE INC CL A COM -975 Sold Out 0