Sustainable Growth Advisers as of Dec. 31, 2013
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 36 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| eBay (EBAY) | 5.0 | $231M | 4.2M | 54.86 | |
| Visa (V) | 4.8 | $221M | 994k | 222.68 | |
| 4.8 | $220M | 196k | 1120.71 | ||
| Lowe's Companies (LOW) | 4.7 | $216M | 4.4M | 49.55 | |
| Monsanto Company | 4.7 | $216M | 1.8M | 116.55 | |
| State Street Corporation (STT) | 4.4 | $202M | 2.8M | 73.39 | |
| Schlumberger (SLB) | 4.4 | $202M | 2.2M | 90.11 | |
| Qualcomm (QCOM) | 4.2 | $196M | 2.6M | 74.25 | |
| Yum! Brands (YUM) | 4.2 | $195M | 2.6M | 75.61 | |
| Colgate-Palmolive Company (CL) | 4.0 | $185M | 2.8M | 65.21 | |
| Starwood Hotels & Resorts Worldwide | 3.5 | $162M | 2.0M | 79.45 | |
| Sap (SAP) | 3.5 | $162M | 1.9M | 87.14 | |
| Cerner Corporation | 3.4 | $159M | 2.8M | 55.74 | |
| National-Oilwell Var | 3.4 | $158M | 2.0M | 79.53 | |
| Apple (AAPL) | 3.4 | $158M | 282k | 561.02 | |
| Automatic Data Processing (ADP) | 3.4 | $156M | 1.9M | 80.80 | |
| Starbucks Corporation (SBUX) | 3.3 | $151M | 1.9M | 78.39 | |
| Perrigo Company (PRGO) | 3.2 | $150M | 977k | 153.46 | |
| Fastenal Company (FAST) | 3.2 | $147M | 3.1M | 47.51 | |
| Ecolab (ECL) | 2.7 | $125M | 1.2M | 104.27 | |
| American Express Company (AXP) | 2.6 | $121M | 1.3M | 90.73 | |
| Sanofi-Aventis SA (SNY) | 2.5 | $116M | 2.2M | 53.63 | |
| Walt Disney Company (DIS) | 2.5 | $114M | 1.5M | 76.40 | |
| Praxair | 2.3 | $105M | 808k | 130.03 | |
| salesforce (CRM) | 2.2 | $100M | 1.8M | 55.19 | |
| Linkedin Corp | 2.0 | $91M | 418k | 216.83 | |
| Tiffany & Co. | 1.8 | $81M | 875k | 92.78 | |
| Novo Nordisk A/S (NVO) | 1.5 | $71M | 383k | 184.76 | |
| IDEXX Laboratories (IDXX) | 1.4 | $63M | 591k | 106.37 | |
| Ambev Sa- (ABEV) | 0.9 | $41M | 5.6M | 7.35 | |
| Regeneron Pharmaceuticals (REGN) | 0.7 | $33M | 121k | 275.24 | |
| Fomento Economico Mexicano SAB (FMX) | 0.6 | $27M | 280k | 97.88 | |
| Arcos Dorados Holdings (ARCO) | 0.5 | $24M | 1.9M | 12.12 | |
| MercadoLibre (MELI) | 0.5 | $22M | 202k | 107.79 | |
| MasterCard Incorporated (MA) | 0.0 | $255k | 305.00 | 836.07 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $494k | 5.7k | 85.99 |
