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, WDAY, GOOG, and represent 24.86% of Sustainable Growth Advisers's stock portfolio.
  • Added to shares of these 10 stocks: NOW (+$298M), AON (+$167M), DG (+$146M), CP (+$123M), SPGI (+$122M), TEAM (+$102M), SBUX (+$67M), ISRG (+$66M), EQIX (+$39M), AMZN (+$38M).
  • Started 3 new stock positions in NOW, CSGP, VEEV.
  • Reduced shares in these 10 stocks: CRM (-$280M), MTCH (-$201M), MSFT (-$111M), XP (-$69M), NFLX (-$68M), INTU (-$67M), MELI (-$54M), FLT (-$52M), WDAY (-$41M), MSCI (-$31M).
  • Sold out of its positions in ABT, DASTY, IVV, MTCH, RCRUY.
  • Sustainable Growth Advisers was a net buyer of stock by $244M.
  • Sustainable Growth Advisers has $17B in assets under management (AUM), dropping by 12.32%.
  • Central Index Key (CIK): 0001290668

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Portfolio Holdings for Sustainable Growth Advisers

Sustainable Growth Advisers holds 53 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.5 $949M -10% 3.3M 288.30
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Amazon (AMZN) 5.5 $948M +4% 9.2M 103.29
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Visa (V) 5.2 $893M 4.0M 225.46
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Workday Inc cl a (WDAY) 4.6 $787M -4% 3.8M 206.54
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Alphabet Inc Class C cs (GOOG) 4.1 $711M 6.8M 104.00
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S&p Global (SPGI) 4.1 $708M +20% 2.1M 344.77
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Msci (MSCI) 3.9 $669M -4% 1.2M 559.69
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Danaher Corporation (DHR) 3.9 $666M +5% 2.6M 252.04
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Intuit (INTU) 3.8 $660M -9% 1.5M 445.83
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Yum! Brands (YUM) 3.8 $656M 5.0M 132.08
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Autodesk (ADSK) 3.5 $596M 2.9M 208.16
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Aon (AON) 3.3 $566M +41% 1.8M 315.29
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Equinix (EQIX) 3.1 $540M +7% 749k 721.04
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Intuitive Surgical (ISRG) 3.1 $531M +14% 2.1M 255.47
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salesforce (CRM) 3.0 $516M -35% 2.6M 199.78
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FleetCor Technologies (FLT) 2.8 $479M -9% 2.3M 210.85
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UnitedHealth (UNH) 2.6 $457M +5% 967k 472.59
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Ecolab (ECL) 2.5 $429M +3% 2.6M 165.53
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Thermo Fisher Scientific (TMO) 2.4 $413M 716k 576.37
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Regeneron Pharmaceuticals (REGN) 2.1 $356M 433k 821.67
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Adobe Systems Incorporated (ADBE) 2.1 $355M -4% 922k 385.37
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Starbucks Corporation (SBUX) 2.0 $348M +23% 3.3M 104.13
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Iqvia Holdings (IQV) 1.9 $334M +10% 1.7M 198.89
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Dollar General (DG) 1.9 $334M +77% 1.6M 210.46
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Ball Corporation (BALL) 1.9 $322M -6% 5.8M 55.11
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Netflix (NFLX) 1.8 $309M -18% 894k 345.48
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Servicenow (NOW) 1.7 $298M NEW 641k 464.72
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American Express Company (AXP) 1.7 $295M 1.8M 164.95
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Sherwin-Williams Company (SHW) 1.7 $291M 1.3M 224.77
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HDFC Bank (HDB) 1.6 $277M 4.2M 66.67
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MercadoLibre (MELI) 1.3 $225M -19% 171k 1318.06
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Icon (ICLR) 1.3 $216M -5% 1.0M 213.59
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Steris Plc Ord equities (STE) 0.9 $157M 823k 191.28
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Alcon (ALC) 0.9 $156M 2.2M 70.54
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Infosys Technologies (INFY) 0.9 $149M +2% 8.5M 17.44
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Linde 0.7 $129M +8% 364k 355.44
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Canadian Pacific Railway (CP) 0.7 $126M +3940% 1.6M 76.94
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Medtronic (MDT) 0.7 $121M 1.5M 80.62
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Sap (SAP) 0.7 $112M 888k 126.55
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Atlassian Corporation Cl A (TEAM) 0.6 $107M +2288% 624k 171.17
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Novo Nordisk A/S (NVO) 0.1 $14M -18% 85k 159.14
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Heineken Nv (HEINY) 0.0 $7.2M -27% 134k 53.75
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Fomento Economico Mexicano SAB (FMX) 0.0 $6.7M +23% 71k 95.19
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Aia Group Ltd-sp (AAGIY) 0.0 $5.9M -19% 141k 41.77
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China Mengniu Dairy (CIADY) 0.0 $5.4M -16% 132k 40.92
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $5.2M -20% 42k 121.78
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Apple (AAPL) 0.0 $3.2M 20k 164.90
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Xp Inc cl a (XP) 0.0 $2.9M -96% 241k 11.87
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Alphabet Inc Class A cs (GOOGL) 0.0 $2.2M -7% 22k 103.73
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iShares Russell 1000 Growth Index (IWF) 0.0 $2.0M -82% 8.4k 244.42
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CoStar (CSGP) 0.0 $207k NEW 3.0k 68.85
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Veeva Sys Inc cl a (VEEV) 0.0 $200k NEW 1.1k 183.79
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Haleon Plc Spon Ads (HLN) 0.0 $191k +26% 24k 8.14
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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