Sustainable Growth Advisers

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

  • Top 5 stock holdings are MSFT, AMZN, V, SPGI, INTU, and represent 26.04% of Sustainable Growth Advisers's stock portfolio.
  • Added to shares of these 10 stocks: NVO (+$391M), CP (+$178M), DHR (+$125M), AON (+$62M), ADSK (+$61M), ALC (+$29M), HDB (+$12M), YUM (+$6.8M), UNH, IWF.
  • Started 1 new stock position in IVV.
  • Reduced shares in these 10 stocks: REGN (-$367M), WDAY (-$239M), NOW (-$73M), TEAM (-$57M), MELI (-$45M), INTU (-$36M), CRM (-$36M), V (-$36M), SPGI (-$34M), AMZN (-$27M).
  • Sold out of its positions in HLN, VEEV.
  • Sustainable Growth Advisers was a net seller of stock by $-277M.
  • Sustainable Growth Advisers has $22B in assets under management (AUM), dropping by 11.63%.
  • Central Index Key (CIK): 0001290668

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Portfolio Holdings for Sustainable Growth Advisers

Sustainable Growth Advisers holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.4 $1.4B 3.8M 376.04
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Amazon (AMZN) 6.0 $1.3B -2% 8.6M 151.94
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Visa (V) 5.2 $1.1B -3% 4.4M 260.35
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S&p Global (SPGI) 4.3 $949M -3% 2.2M 440.52
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Intuit (INTU) 4.1 $904M -3% 1.4M 625.03
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UnitedHealth (UNH) 4.0 $869M 1.7M 526.47
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Danaher Corporation (DHR) 3.9 $864M +16% 3.7M 231.34
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Workday Inc cl a (WDAY) 3.9 $856M -21% 3.1M 276.06
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Canadian Pacific Kansas City (CP) 3.6 $798M +28% 10M 79.06
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Autodesk (ADSK) 3.6 $795M +8% 3.3M 243.48
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Alphabet Inc Class C cs (GOOG) 3.6 $786M 5.6M 140.93
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Aon (AON) 3.5 $779M +8% 2.7M 291.02
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Yum! Brands (YUM) 3.5 $760M 5.8M 130.66
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Msci (MSCI) 3.3 $735M -2% 1.3M 565.65
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Equinix (EQIX) 3.0 $662M -2% 822k 805.39
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salesforce (CRM) 2.9 $648M -5% 2.5M 263.14
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NVIDIA Corporation (NVDA) 2.6 $580M -3% 1.2M 495.22
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FleetCor Technologies (FLT) 2.5 $543M 1.9M 282.61
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HDFC Bank (HDB) 2.2 $477M +2% 7.1M 67.11
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Ecolab (ECL) 2.1 $472M -2% 2.4M 198.35
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Netflix (NFLX) 1.9 $419M -2% 861k 486.88
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Thermo Fisher Scientific (TMO) 1.9 $416M -3% 784k 530.79
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Novo Nordisk A/S (NVO) 1.9 $414M +1663% 4.0M 103.45
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Servicenow (NOW) 1.8 $404M -15% 572k 706.49
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Sherwin-Williams Company (SHW) 1.7 $382M -5% 1.2M 311.90
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Iqvia Holdings (IQV) 1.7 $376M 1.6M 231.38
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Icon (ICLR) 1.7 $369M -3% 1.3M 283.07
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Starbucks Corporation (SBUX) 1.6 $358M 3.7M 96.01
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American Express Company (AXP) 1.5 $332M 1.8M 187.34
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MercadoLibre (MELI) 1.3 $295M -13% 188k 1571.54
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Infosys Technologies (INFY) 1.3 $292M 16M 18.38
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Ball Corporation (BALL) 1.3 $290M 5.0M 57.52
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Alcon (ALC) 1.3 $282M +11% 3.6M 78.12
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Steris Plc Ord equities (STE) 1.2 $265M 1.2M 219.85
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Linde (LIN) 1.0 $221M -3% 538k 410.71
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Atlassian Corporation Cl A (TEAM) 1.0 $220M -20% 925k 237.86
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Medtronic (MDT) 0.8 $177M -6% 2.1M 82.38
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Fomento Economico Mexicano SAB (FMX) 0.1 $26M -5% 196k 130.35
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Xp Inc cl a (XP) 0.1 $18M +4% 703k 26.07
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Unilever (UL) 0.0 $8.8M +41% 182k 48.48
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Sap (SAP) 0.0 $7.8M -10% 51k 154.59
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Universal Music Group Nv Un (UNVGY) 0.0 $7.7M 536k 14.29
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Heineken Nv (HEINY) 0.0 $6.7M 131k 50.98
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Jd (JD) 0.0 $6.2M +11% 433k 14.41
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iShares Russell 1000 Growth Index (IWF) 0.0 $6.2M +179% 21k 303.17
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Aia Group Ltd-sp (AAGIY) 0.0 $5.9M 169k 34.67
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $5.4M 47k 115.63
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China Mengniu Dairy (CIADY) 0.0 $4.0M 151k 26.71
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Apple (AAPL) 0.0 $3.8M 20k 192.53
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Alphabet Inc Class A cs (GOOGL) 0.0 $2.3M -3% 16k 139.69
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iShares S&P 500 Index (IVV) 0.0 $234k NEW 489.00 477.63
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Regeneron Pharmaceuticals (REGN) 0.0 $204k -99% 232.00 878.29
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Past Filings by Sustainable Growth Advisers

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

View all past filings