Sustainable Growth Advisers as of March 31, 2015
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 42 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 6.0 | $261M | 3.5M | 74.39 | |
| Visa (V) | 4.8 | $209M | 3.2M | 65.41 | |
| Amgen (AMGN) | 4.8 | $207M | 1.3M | 159.85 | |
| Google Inc Class C | 4.4 | $191M | 349k | 548.00 | |
| Schlumberger (SLB) | 4.0 | $174M | 2.1M | 83.44 | |
| State Street Corporation (STT) | 3.9 | $171M | 2.3M | 73.53 | |
| Colgate-Palmolive Company (CL) | 3.8 | $167M | 2.4M | 69.34 | |
| Sap (SAP) | 3.8 | $163M | 2.3M | 72.17 | |
| priceline.com Incorporated | 3.7 | $162M | 140k | 1164.15 | |
| Amazon (AMZN) | 3.7 | $162M | 436k | 372.10 | |
| Mondelez Int (MDLZ) | 3.6 | $157M | 4.4M | 36.09 | |
| Equinix (EQIX) | 3.6 | $156M | 671k | 232.85 | |
| Aon | 3.5 | $154M | 1.6M | 96.12 | |
| Automatic Data Processing (ADP) | 3.4 | $148M | 1.7M | 85.64 | |
| Ecolab (ECL) | 3.4 | $147M | 1.3M | 114.38 | |
| Walt Disney Company (DIS) | 3.4 | $147M | 1.4M | 104.89 | |
| Cerner Corporation | 3.3 | $144M | 2.0M | 73.26 | |
| Starbucks Corporation (SBUX) | 3.3 | $143M | 1.5M | 94.70 | |
| American Express Company (AXP) | 3.2 | $141M | 1.8M | 78.12 | |
| Monsanto Company | 3.2 | $139M | 1.2M | 112.54 | |
| salesforce (CRM) | 2.9 | $124M | 1.9M | 66.81 | |
| Hershey Company (HSY) | 2.8 | $124M | 1.2M | 100.91 | |
| Whole Foods Market | 2.7 | $119M | 2.3M | 52.08 | |
| Perrigo Company (PRGO) | 1.8 | $79M | 476k | 165.55 | |
| Regeneron Pharmaceuticals (REGN) | 1.8 | $77M | 170k | 451.48 | |
| Red Hat | 1.8 | $76M | 1.0M | 75.75 | |
| Sanofi-Aventis SA (SNY) | 1.7 | $74M | 1.5M | 49.44 | |
| Linkedin Corp | 1.7 | $74M | 296k | 249.86 | |
| Qualcomm (QCOM) | 1.7 | $73M | 1.1M | 69.34 | |
| Core Laboratories | 1.1 | $49M | 466k | 104.49 | |
| Alibaba Group Holding (BABA) | 0.6 | $27M | 319k | 83.24 | |
| Nielsen Holdings Nv | 0.6 | $25M | 553k | 44.56 | |
| Fomento Economico Mexicano SAB (FMX) | 0.6 | $24M | 259k | 93.50 | |
| Ambev Sa- (ABEV) | 0.5 | $23M | 4.0M | 5.76 | |
| MercadoLibre (MELI) | 0.4 | $17M | 134k | 122.54 | |
| HDFC Bank (HDB) | 0.4 | $16M | 266k | 58.90 | |
| Novo Nordisk A/S (NVO) | 0.1 | $4.2M | 79k | 53.48 | |
| ARM Holdings | 0.0 | $238k | 4.8k | 49.26 | |
| Groupe Danone SA (DANOY) | 0.0 | $275k | 20k | 13.52 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $234k | 12k | 18.98 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $325k | 13k | 25.20 | |
| Elekta Ab (EKTAY) | 0.0 | $115k | 13k | 8.92 |
