Sustainable Growth Advisers as of March 31, 2014
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 36 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schlumberger (SLB) | 5.0 | $239M | 2.5M | 97.50 | |
| Lowe's Companies (LOW) | 5.0 | $239M | 4.9M | 48.90 | |
| 4.7 | $221M | 198k | 1114.51 | ||
| Visa (V) | 4.6 | $221M | 1.0M | 215.86 | |
| Monsanto Company | 4.6 | $218M | 1.9M | 113.77 | |
| Qualcomm (QCOM) | 4.4 | $210M | 2.7M | 78.86 | |
| Colgate-Palmolive Company (CL) | 4.3 | $205M | 3.2M | 64.87 | |
| Yum! Brands (YUM) | 4.2 | $200M | 2.6M | 75.39 | |
| State Street Corporation (STT) | 4.2 | $197M | 2.8M | 69.55 | |
| Cerner Corporation | 3.7 | $175M | 3.1M | 56.25 | |
| Starwood Hotels & Resorts Worldwide | 3.4 | $160M | 2.0M | 79.60 | |
| Aon | 3.4 | $160M | 1.9M | 84.28 | |
| Fastenal Company (FAST) | 3.3 | $156M | 3.2M | 49.30 | |
| Automatic Data Processing (ADP) | 3.3 | $155M | 2.0M | 77.26 | |
| Sap (SAP) | 3.3 | $155M | 1.9M | 81.31 | |
| eBay (EBAY) | 3.2 | $154M | 2.8M | 55.24 | |
| American Express Company (AXP) | 3.2 | $151M | 1.7M | 90.03 | |
| Walt Disney Company (DIS) | 3.1 | $150M | 1.9M | 80.07 | |
| Starbucks Corporation (SBUX) | 3.0 | $145M | 2.0M | 73.38 | |
| Perrigo Company (PRGO) | 3.0 | $142M | 915k | 154.66 | |
| Equinix | 3.0 | $140M | 759k | 184.84 | |
| Sanofi-Aventis SA (SNY) | 2.9 | $138M | 2.6M | 52.28 | |
| Ecolab (ECL) | 2.9 | $137M | 1.3M | 107.99 | |
| Amazon (AMZN) | 2.3 | $109M | 323k | 336.37 | |
| Amgen (AMGN) | 2.1 | $102M | 823k | 123.34 | |
| Linkedin Corp | 2.1 | $99M | 536k | 184.94 | |
| salesforce (CRM) | 2.0 | $97M | 1.7M | 57.09 | |
| Regeneron Pharmaceuticals (REGN) | 1.5 | $73M | 243k | 300.28 | |
| Whole Foods Market | 1.5 | $73M | 1.4M | 50.71 | |
| IDEXX Laboratories (IDXX) | 1.0 | $49M | 406k | 121.40 | |
| Ambev Sa- (ABEV) | 0.7 | $31M | 4.2M | 7.41 | |
| Fomento Economico Mexicano SAB (FMX) | 0.6 | $26M | 281k | 93.23 | |
| MercadoLibre (MELI) | 0.5 | $24M | 253k | 95.12 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $252k | 3.3k | 75.27 | |
| Groupe Danone SA (DANOY) | 0.0 | $211k | 15k | 14.19 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $193k | 10k | 19.24 |
