Sustainable Growth Advisers as of March 31, 2013
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 43 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Monsanto Company | 5.4 | $210M | 2.0M | 105.63 | |
| eBay (EBAY) | 4.7 | $184M | 3.4M | 54.22 | |
| Visa (V) | 4.5 | $176M | 1.0M | 169.84 | |
| National-Oilwell Var | 4.5 | $175M | 2.5M | 70.75 | |
| Colgate-Palmolive Company (CL) | 4.2 | $166M | 1.4M | 118.03 | |
| Apple (AAPL) | 4.1 | $161M | 364k | 442.66 | |
| State Street Corporation (STT) | 4.1 | $159M | 2.7M | 59.09 | |
| Cerner Corporation | 3.9 | $154M | 1.6M | 94.74 | |
| Starbucks Corporation (SBUX) | 3.9 | $152M | 2.7M | 56.95 | |
| 3.9 | $151M | 190k | 794.18 | ||
| Qualcomm (QCOM) | 3.8 | $148M | 2.2M | 66.94 | |
| Fastenal Company (FAST) | 3.4 | $132M | 2.6M | 51.33 | |
| Intuitive Surgical (ISRG) | 3.3 | $130M | 266k | 491.19 | |
| Yum! Brands (YUM) | 3.3 | $129M | 1.8M | 71.94 | |
| Sap (SAP) | 3.3 | $128M | 1.6M | 80.54 | |
| Schlumberger (SLB) | 3.2 | $127M | 1.7M | 74.89 | |
| Ecolab (ECL) | 3.2 | $127M | 1.6M | 80.18 | |
| Automatic Data Processing (ADP) | 3.2 | $125M | 1.9M | 65.03 | |
| Coca-Cola Company (KO) | 3.2 | $124M | 3.1M | 40.44 | |
| Companhia de Bebidas das Americas | 3.2 | $124M | 2.9M | 42.33 | |
| Perrigo Company | 2.5 | $98M | 829k | 118.74 | |
| American Express Company (AXP) | 2.5 | $97M | 1.4M | 67.46 | |
| Starwood Hotels & Resorts Worldwide | 2.3 | $90M | 1.4M | 63.73 | |
| Praxair | 2.2 | $88M | 785k | 111.54 | |
| Amazon (AMZN) | 2.2 | $88M | 330k | 266.49 | |
| Red Hat | 2.2 | $86M | 1.7M | 50.56 | |
| Novo Nordisk A/S (NVO) | 2.1 | $84M | 522k | 161.50 | |
| Lowe's Companies (LOW) | 1.5 | $59M | 1.6M | 37.92 | |
| Mylan | 1.5 | $57M | 2.0M | 28.96 | |
| Groupe Danone SA (DANOY) | 1.1 | $44M | 3.1M | 14.03 | |
| Anheuser-Busch InBev NV (BUD) | 0.7 | $27M | 275k | 98.94 | |
| Transocean (RIG) | 0.7 | $26M | 505k | 51.92 | |
| Vistaprint N V | 0.7 | $26M | 675k | 38.49 | |
| Arcos Dorados Holdings (ARCO) | 0.7 | $26M | 1.9M | 13.27 | |
| Fomento Economico Mexicano SAB (FMX) | 0.5 | $19M | 167k | 112.00 | |
| MercadoLibre (MELI) | 0.5 | $18M | 185k | 96.49 | |
| Oracle Corporation (ORCL) | 0.0 | $595k | 18k | 32.34 | |
| Microsoft Corporation (MSFT) | 0.0 | $443k | 16k | 28.62 | |
| MasterCard Incorporated (MA) | 0.0 | $352k | 650.00 | 541.54 | |
| Costco Wholesale Corporation (COST) | 0.0 | $426k | 4.0k | 106.15 | |
| McDonald's Corporation (MCD) | 0.0 | $543k | 5.5k | 99.63 | |
| Johnson & Johnson (JNJ) | 0.0 | $408k | 5.0k | 81.60 | |
| United Parcel Service (UPS) | 0.0 | $249k | 2.9k | 85.86 |
