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) 4,812

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

Sector Weighting

Basic Materials 4.58%
Capital Goods 2.96%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.12%
Energy 5.7%
Financial 15.4%
Healthcare 7.53%
Services 25.36%
Technology 23.78%
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 -195,552 Sold Out 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - -19,349 Sold Out 0
ISHARES TR RUS 1000 GRW ETF -524 Sold Out 0
MASTERCARD INC CL A -232 Sold Out 0
NATIONAL OILWELL VARCO INC COM -168,577 Sold Out 0
NOVO-NORDISK A S ADR -87,925 Sold Out 0
NOW INC COM -16,579 Sold Out 0
PRAXAIR INC COM -105,215 Sold Out 0
TIFFANY & CO NEW COM -85,980 Sold Out 0
AIA GROUP LTD SPONSORED ADR 215 215 New 10,003
DANONE SPONSORED ADR 222 222 New 14,870
NESTLE S A SPONSORED ADR 256 256 New 3,348
MERCADOLIBRE INC COM 23,206 4,662 25.14 253,280
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 26,810 136 .51 280,965
AMBEV SA SPONSORED ADR 30,783 -10,984 (26.3) 4,154,265
IDEXX LABS INC COM 52,583 -23,941 (31.29) 406,360
WHOLE FOODS MKT INC COM 52,589 52,589 New 1,439,603
REGENERON PHARMACEUTICALS COM 73,488 37,090 101.90 243,209
SALESFORCE COM INC COM 91,668 -5,987 (6.13) 1,697,553
LINKEDIN CORP COM CL A 95,448 21,057 28.31 536,224