Sustainable Growth Advisers
Latest statistics and disclosures from Sustainable Growth Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, V, INTU, UNH, and represent 27.73% of Sustainable Growth Advisers's stock portfolio.
- Added to shares of these 10 stocks: INTU (+$154M), NVO (+$88M), DHR (+$63M), ICLR (+$52M), TME, IWF, EXPGY, TSM, NSRGY, IVV.
- Started 3 new stock positions in IVV, EXPGY, TME.
- Reduced shares in these 10 stocks: AMZN (-$537M), CRM (-$338M), NFLX (-$302M), WDAY (-$246M), TEAM (-$231M), V (-$230M), AON (-$202M), MSFT (-$162M), NOW (-$149M), META (-$148M).
- Sold out of its positions in CPAY, IQV.
- Sustainable Growth Advisers was a net seller of stock by $-3.9B.
- Sustainable Growth Advisers has $20B in assets under management (AUM), dropping by -15.51%.
- Central Index Key (CIK): 0001290668
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Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 54 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 6.8 | $1.4B | -28% | 6.2M | 219.39 |
|
| Microsoft Corporation (MSFT) | 6.6 | $1.3B | -10% | 3.1M | 421.50 |
|
| Visa (V) | 5.6 | $1.1B | -16% | 3.5M | 316.04 |
|
| Intuit (INTU) | 4.5 | $898M | +20% | 1.4M | 628.50 |
|
| UnitedHealth (UNH) | 4.2 | $839M | -6% | 1.7M | 505.86 |
|
| Aon (AON) | 4.1 | $813M | -19% | 2.3M | 359.16 |
|
| S&p Global (SPGI) | 4.1 | $812M | -14% | 1.6M | 498.03 |
|
| Yum! Brands (YUM) | 3.8 | $749M | -14% | 5.6M | 134.16 |
|
| Synopsys (SNPS) | 3.7 | $747M | -13% | 1.5M | 485.36 |
|
| Danaher Corporation (DHR) | 3.7 | $742M | +9% | 3.2M | 229.55 |
|
| Facebook Inc cl a (META) | 3.7 | $732M | -16% | 1.3M | 585.51 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $690M | -17% | 5.1M | 134.29 |
|
| Workday Inc cl a (WDAY) | 3.4 | $686M | -26% | 2.7M | 258.03 |
|
| Apple (AAPL) | 3.2 | $637M | -17% | 2.5M | 250.42 |
|
| Canadian Pacific Kansas City (CP) | 3.2 | $637M | -2% | 8.8M | 72.37 |
|
| Autodesk (ADSK) | 2.9 | $574M | -19% | 1.9M | 295.57 |
|
| Msci (MSCI) | 2.8 | $566M | -17% | 944k | 600.01 |
|
| Alphabet Inc Class C cs (GOOG) | 2.8 | $548M | -16% | 2.9M | 190.44 |
|
| HDFC Bank (HDB) | 2.6 | $522M | -4% | 8.2M | 63.86 |
|
| Novo Nordisk A/S (NVO) | 2.3 | $459M | +23% | 5.3M | 86.02 |
|
| Waste Management (WM) | 2.0 | $406M | -24% | 2.0M | 201.79 |
|
| salesforce (CRM) | 2.0 | $395M | -46% | 1.2M | 334.33 |
|
| Servicenow (NOW) | 2.0 | $390M | -27% | 368k | 1060.12 |
|
| Thermo Fisher Scientific (TMO) | 1.9 | $371M | -11% | 712k | 520.23 |
|
| Icon (ICLR) | 1.7 | $334M | +18% | 1.6M | 209.71 |
|
| Alcon (ALC) | 1.6 | $321M | -3% | 3.8M | 84.89 |
|
| American Express Company (AXP) | 1.5 | $298M | -26% | 1.0M | 296.79 |
|
| Ecolab (ECL) | 1.5 | $297M | -22% | 1.3M | 234.32 |
|
| Steris Plc Ord equities (STE) | 1.4 | $284M | -3% | 1.4M | 205.56 |
|
| Gartner (IT) | 1.3 | $259M | -24% | 535k | 484.47 |
|
| MercadoLibre (MELI) | 1.2 | $236M | -2% | 139k | 1700.44 |
|
| Infosys Technologies (INFY) | 1.1 | $217M | -5% | 9.9M | 21.92 |
|
| Netflix (NFLX) | 1.0 | $209M | -59% | 235k | 891.32 |
|
| Starbucks Corporation (SBUX) | 1.0 | $191M | -23% | 2.1M | 91.25 |
|
| Atlassian Corporation Cl A (TEAM) | 0.5 | $99M | -70% | 406k | 243.38 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $51M | +5% | 256k | 197.49 |
|
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $25M | -3% | 293k | 85.49 |
|
| Sap (SAP) | 0.1 | $17M | -14% | 70k | 246.21 |
|
| Linde (LIN) | 0.1 | $14M | -11% | 34k | 418.67 |
|
| Waste Connections (WCN) | 0.1 | $12M | -12% | 67k | 171.58 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $11M | -30% | 107k | 106.33 |
|
| Unilever (UL) | 0.0 | $9.4M | +4% | 167k | 56.70 |
|
| Universal Music Group Nv Un (UNVGY) | 0.0 | $7.8M | 608k | 12.76 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $7.5M | +166% | 19k | 401.58 |
|
| Xp Inc cl a (XP) | 0.0 | $7.0M | +7% | 591k | 11.85 |
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $6.1M | +60% | 75k | 81.70 |
|
| Aia Group Ltd-sp (AAGIY) | 0.0 | $5.6M | -4% | 193k | 28.82 |
|
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $5.3M | 41k | 130.69 |
|
|
| Tencent Music Entertco L spon ad (TME) | 0.0 | $4.7M | NEW | 418k | 11.35 |
|
| Experian (EXPGY) | 0.0 | $3.3M | NEW | 77k | 42.73 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.4M | -5% | 13k | 189.30 |
|
| iShares S&P 500 Index (IVV) | 0.0 | $519k | NEW | 881.00 | 588.68 |
|
| Vanguard Growth ETF (VUG) | 0.0 | $348k | 847.00 | 410.44 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $207k | -12% | 610.00 | 339.93 |
|
Past Filings by Sustainable Growth Advisers
SEC 13F filings are viewable for Sustainable Growth Advisers going back to 2012
- Sustainable Growth Advisers 2024 Q4 filed Feb. 10, 2025
- Sustainable Growth Advisers 2024 Q3 filed Nov. 5, 2024
- Sustainable Growth Advisers 2024 Q2 restated filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q2 filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q1 filed May 7, 2024
- Sustainable Growth Advisers 2023 Q4 filed Feb. 6, 2024
- Sustainable Growth Advisers 2023 Q3 filed Nov. 9, 2023
- Sustainable Growth Advisers 2023 Q2 filed Aug. 8, 2023
- Sustainable Growth Advisers 2022 Q4 restated filed May 12, 2023
- Sustainable Growth Advisers 2023 Q1 restated filed May 11, 2023
- Sustainable Growth Advisers 2023 Q1 filed May 9, 2023
- Sustainable Growth Advisers 2022 Q4 filed Jan. 30, 2023
- Sustainable Growth Advisers 2022 Q3 filed Nov. 14, 2022
- Sustainable Growth Advisers 2022 Q2 filed Aug. 11, 2022
- Sustainable Growth Advisers 2022 Q1 filed May 10, 2022
- Sustainable Growth Advisers 2021 Q4 filed Feb. 10, 2022