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, YUM, FB, and represent 25.29% of Sustainable Growth Advisers's stock portfolio.
  • Added to shares of these 10 stocks: DIS (+$251M), EDU (+$238M), AMZN (+$172M), EQIX (+$161M), MSFT (+$122M), CRM (+$120M), ADSK (+$115M), WDAY (+$109M), YUM (+$105M), V (+$100M).
  • Started 1 new stock positions in YUMC.
  • Reduced shares in these 10 stocks: MTCH (-$174M), ILMN (-$143M), ALC (-$55M), PYPL (-$52M), ISRG (-$17M), , KSU, AAGIY, IWF, TCEHY.
  • Sold out of its positions in FRCOY, OKTA, RNG.
  • Sustainable Growth Advisers was a net buyer of stock by $1.9B.
  • Sustainable Growth Advisers has $17B in assets under management (AUM), dropping by 13.15%.
  • 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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.6 $977M +14% 4.1M 235.77
Amazon (AMZN) 5.4 $932M +22% 301k 3094.08
Visa (V) 5.2 $913M +12% 4.3M 211.73
Yum! Brands (YUM) 4.6 $800M +15% 7.4M 108.18
Facebook Inc cl a (FB) 4.5 $783M +6% 2.7M 294.53
Alphabet Inc Class C cs (GOOG) 4.4 $762M +8% 368k 2068.63
FleetCor Technologies (FLT) 4.3 $754M +10% 2.8M 268.63
salesforce (CRM) 4.2 $737M +19% 3.5M 211.87
Paypal Holdings (PYPL) 4.1 $706M -6% 2.9M 242.84
Autodesk (ADSK) 4.0 $695M +19% 2.5M 277.15
Abbott Laboratories (ABT) 3.7 $642M +3% 5.4M 119.84
Ihs Markit (INFO) 3.7 $638M +6% 6.6M 96.78
Workday Inc cl a (WDAY) 3.5 $609M +21% 2.4M 248.43
Equinix (EQIX) 3.2 $560M +40% 825k 679.59

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UnitedHealth (UNH) 3.1 $544M +16% 1.5M 372.07
Nike (NKE) 3.0 $519M +11% 3.9M 132.89
Walt Disney Company (DIS) 2.6 $458M +121% 2.5M 184.52
Linde (LIN) 2.6 $453M +12% 1.6M 280.14
Ball Corporation (BLL) 2.2 $390M +27% 4.6M 84.74
Regeneron Pharmaceuticals (REGN) 2.2 $375M +15% 792k 473.14
HDFC Bank (HDB) 2.2 $375M +6% 4.8M 77.69
Union Pacific Corporation (UNP) 2.1 $362M 1.6M 220.41
Alibaba Group Holding (BABA) 2.1 $360M +12% 1.6M 226.73
Intuitive Surgical (ISRG) 1.8 $313M -5% 424k 738.94
Msci (MSCI) 1.7 $300M +47% 716k 419.28
Danaher Corporation (DHR) 1.7 $294M 1.3M 225.08
Thermo Fisher Scientific (TMO) 1.6 $286M +2% 626k 456.38
American Express Company (AXP) 1.6 $281M +25% 2.0M 141.44
Illumina (ILMN) 1.5 $270M -34% 702k 384.06
Intuit (INTU) 1.4 $250M +20% 653k 383.06
New Oriental Education & Tech (EDU) 1.4 $249M +2045% 18M 14.00
Alcon (ALC) 1.4 $243M -18% 3.5M 70.18
Kansas City Southern (KSU) 1.1 $187M -2% 708k 263.92
Infosys Technologies (INFY) 0.9 $157M +14% 8.4M 18.72
Sap (SAP) 0.7 $117M +22% 952k 122.79
Novo Nordisk A/S (NVO) 0.1 $16M +33% 236k 67.42
Aon (AON) 0.1 $11M -4% 48k 230.10
Tencent Holdings Ltd - (TCEHY) 0.1 $11M -9% 137k 79.80
Aia Group Ltd-sp (AAGIY) 0.1 $11M -12% 217k 49.09
Fomento Economico Mexicano SAB (FMX) 0.1 $9.9M +50% 131k 75.33
Steris Plc Ord equities (STE) 0.1 $8.9M +2% 47k 190.48
Dassault Systemes (DASTY) 0.0 $8.4M +31% 39k 214.47
Heineken Nv (HEINY) 0.0 $8.3M 161k 51.60
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $6.1M +40% 55k 111.52
Medtronic (MDT) 0.0 $4.3M 37k 118.13
Xp Inc cl a (XP) 0.0 $4.0M +1074% 106k 37.64
Huazhu Group (HTHT) 0.0 $3.9M +693% 72k 54.87
Trip Com Intl Ltd Sponsored Ad (TCOM) 0.0 $3.6M +710% 92k 39.66
MercadoLibre (MELI) 0.0 $3.6M +618% 2.4k 1473.45
Jd (JD) 0.0 $3.2M +1370% 38k 84.15
TAL Education (TAL) 0.0 $3.2M +1028% 59k 53.87
Yum China Holdings (YUMC) 0.0 $2.9M NEW 50k 59.10
Alphabet Inc Class A cs (GOOGL) 0.0 $2.6M -4% 1.3k 2062.31
Apple (AAPL) 0.0 $2.4M 20k 122.16
iShares Russell 1000 Growth Index (IWF) 0.0 $639k -70% 2.6k 243.15
Epam Systems (EPAM) 0.0 $240k -6% 604.00 397.35
Match Group (MTCH) 0.0 $239k -99% 1.7k 137.56

Past Filings by Sustainable Growth Advisers

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

View all past filings