Sustainable Growth Advisers

Latest statistics and disclosures from Sustainable Growth Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, V, MSFT, DHR, GOOG, and represent 26.61% of Sustainable Growth Advisers's stock portfolio.
  • Added to shares of these 10 stocks: INTU (+$483M), MSCI (+$383M), SPGI (+$337M), SHW (+$277M), ECL (+$224M), DHR (+$211M), MTCH (+$149M), MELI (+$110M), ISRG (+$79M), ADSK (+$71M).
  • Started 4 new stock positions in SHW, ECL, SPGI, VEEV.
  • Reduced shares in these 10 stocks: Ihs Markit (-$528M), FB (-$522M), REGN (-$339M), DIS (-$261M), LIN (-$259M), V (-$60M), AXP (-$49M), INFY (-$45M), PYPL (-$41M), UNH (-$35M).
  • Sold out of its positions in EPAM, HTHT, IDXX, NKE, TCOM, Ihs Markit.
  • Sustainable Growth Advisers was a net buyer of stock by $578M.
  • Sustainable Growth Advisers has $18B in assets under management (AUM), dropping by -7.79%.
  • Central Index Key (CIK): 0001290668

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Portfolio Holdings for Sustainable Growth Advisers

Companies in the Sustainable Growth Advisers portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 6.6 $1.2B +2% 368k 3259.95
Visa (V) 5.7 $1.0B -5% 4.7M 221.77
Microsoft Corporation (MSFT) 5.3 $957M +2% 3.1M 308.31
Danaher Corporation (DHR) 4.6 $823M +34% 2.8M 293.33
Alphabet Inc Class C cs (GOOG) 4.4 $794M 284k 2792.99
Intuit (INTU) 4.3 $780M +163% 1.6M 480.84
salesforce (CRM) 4.1 $734M +8% 3.5M 212.32
Yum! Brands (YUM) 4.0 $730M 6.2M 118.53
Workday Inc cl a (WDAY) 3.9 $711M +6% 3.0M 239.46
FleetCor Technologies (FLT) 3.9 $707M 2.8M 249.06
Msci (MSCI) 3.7 $667M +134% 1.3M 502.88
Autodesk (ADSK) 3.6 $647M +12% 3.0M 214.35
UnitedHealth (UNH) 3.4 $615M -5% 1.2M 509.97
Equinix (EQIX) 2.8 $506M +2% 682k 741.62

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Ball Corporation (BLL) 2.7 $479M -4% 5.3M 90.00
Intuitive Surgical (ISRG) 2.5 $453M +21% 1.5M 301.68
Paypal Holdings (PYPL) 2.4 $428M -8% 3.7M 115.65
Illumina (ILMN) 2.3 $411M +18% 1.2M 349.40
Thermo Fisher Scientific (TMO) 2.2 $404M +10% 685k 590.65
Match Group (MTCH) 2.2 $388M +62% 3.6M 108.74
Walt Disney Company (DIS) 2.1 $387M -40% 2.8M 137.16
HDFC Bank (HDB) 2.1 $372M +2% 6.1M 61.33
Abbott Laboratories (ABT) 1.9 $341M +2% 2.9M 118.36
S&p Global (SPGI) 1.9 $337M NEW 820k 410.18
MercadoLibre (MELI) 1.7 $314M +53% 264k 1189.48
Regeneron Pharmaceuticals (REGN) 1.7 $299M -53% 429k 698.42
American Express Company (AXP) 1.6 $296M -14% 1.6M 187.00
Netflix (NFLX) 1.5 $278M +24% 742k 374.59
Sherwin-Williams Company (SHW) 1.5 $277M NEW 1.1M 249.62
Ecolab (ECL) 1.2 $224M NEW 1.3M 176.56
Alcon (ALC) 1.1 $205M +35% 2.6M 79.33
Icon (ICLR) 1.1 $198M +21% 814k 243.22
Infosys Technologies (INFY) 1.1 $193M -18% 7.8M 24.89
Medtronic (MDT) 1.0 $190M 1.7M 110.95
Xp Inc cl a (XP) 0.9 $155M 5.1M 30.10
Ringcentral (RNG) 0.8 $149M +3% 1.3M 117.21
Linde (LIN) 0.7 $135M -65% 423k 319.43
Sap (SAP) 0.6 $112M 1.0M 110.96
Novo Nordisk A/S (NVO) 0.1 $21M +12% 187k 111.05
Aia Group Ltd-sp (AAGIY) 0.1 $13M +7% 321k 41.84
Heineken Nv (HEINY) 0.1 $11M +39% 236k 48.10
Recruit Holdings (RCRUY) 0.1 $11M +50% 1.3M 8.74
Aon (AON) 0.1 $9.9M -11% 30k 325.62
Dassault Systemes (DASTY) 0.1 $9.6M +31% 195k 49.39
Steris Plc Ord equities (STE) 0.1 $9.1M 38k 241.77
China Mengniu Dairy (CIADY) 0.0 $8.1M +23% 152k 52.90
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $8.0M +8% 62k 130.27
iShares Russell 1000 Growth Index (IWF) 0.0 $6.3M -47% 23k 278.47
Fomento Economico Mexicano SAB (FMX) 0.0 $6.1M -16% 73k 82.85
Yum China Holdings (YUMC) 0.0 $6.0M +14% 145k 41.54
Apple (AAPL) 0.0 $3.4M 20k 174.93
Alphabet Inc Class A cs (GOOGL) 0.0 $3.3M -2% 1.2k 2781.36
Facebook Inc cl a (FB) 0.0 $2.2M -99% 9.9k 222.32
iShares S&P 500 Index (IVV) 0.0 $306k -10% 675.00 453.33
Iqvia Holdings (IQV) 0.0 $280k +7% 1.2k 231.60
Okta Inc cl a (OKTA) 0.0 $259k +44% 1.7k 150.77
CoStar (CSGP) 0.0 $229k +32% 3.4k 66.54
Veeva Sys Inc cl a (VEEV) 0.0 $221k NEW 1.0k 212.70
Spotify Technology Sa (SPOT) 0.0 $212k +49% 1.4k 151.10

Past Filings by Sustainable Growth Advisers

SEC 13F filings are viewable for Sustainable Growth Advisers going back to 2012

View all past filings