Sustainable Growth Advisers as of Dec. 31, 2017
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 48 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 4.9 | $418M | 3.7M | 114.02 | |
| FleetCor Technologies | 4.7 | $399M | 2.1M | 192.43 | |
| salesforce (CRM) | 4.5 | $388M | 3.8M | 102.23 | |
| Amazon (AMZN) | 4.1 | $351M | 300k | 1169.47 | |
| Lowe's Companies (LOW) | 3.9 | $336M | 3.6M | 92.94 | |
| Regeneron Pharmaceuticals (REGN) | 3.9 | $332M | 882k | 375.96 | |
| Sap (SAP) | 3.9 | $328M | 2.9M | 112.36 | |
| Nike (NKE) | 3.8 | $326M | 5.2M | 62.55 | |
| Mondelez Int (MDLZ) | 3.5 | $301M | 7.0M | 42.80 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $298M | 285k | 1046.40 | |
| Autodesk (ADSK) | 3.4 | $289M | 2.8M | 104.83 | |
| Red Hat | 3.4 | $286M | 2.4M | 120.10 | |
| Schlumberger (SLB) | 3.2 | $277M | 4.1M | 67.39 | |
| priceline.com Incorporated | 3.1 | $265M | 152k | 1737.74 | |
| Equinix (EQIX) | 3.0 | $258M | 569k | 453.22 | |
| TJX Companies (TJX) | 3.0 | $253M | 3.3M | 76.46 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.9 | $250M | 1.1M | 223.66 | |
| Facebook Inc cl a (META) | 2.8 | $239M | 1.4M | 176.46 | |
| Core Laboratories | 2.8 | $237M | 2.2M | 109.55 | |
| Ecolab (ECL) | 2.7 | $233M | 1.7M | 134.18 | |
| UnitedHealth (UNH) | 2.6 | $224M | 1.0M | 220.46 | |
| Novo Nordisk A/S (NVO) | 2.4 | $205M | 3.8M | 53.67 | |
| Alliance Data Systems Corporation (BFH) | 2.2 | $188M | 743k | 253.48 | |
| J.B. Hunt Transport Services (JBHT) | 2.1 | $184M | 1.6M | 114.98 | |
| Chipotle Mexican Grill (CMG) | 2.1 | $178M | 617k | 289.03 | |
| Starbucks Corporation (SBUX) | 2.1 | $178M | 3.1M | 57.43 | |
| Yum! Brands (YUM) | 2.0 | $174M | 2.1M | 81.61 | |
| Automatic Data Processing (ADP) | 1.7 | $148M | 1.3M | 117.19 | |
| Cerner Corporation | 1.7 | $147M | 2.2M | 67.39 | |
| Infosys Technologies (INFY) | 1.7 | $142M | 8.7M | 16.22 | |
| HDFC Bank (HDB) | 1.6 | $133M | 1.3M | 101.67 | |
| Ihs Markit | 1.5 | $129M | 2.8M | 45.15 | |
| Walt Disney Company (DIS) | 1.4 | $116M | 1.1M | 107.51 | |
| MercadoLibre (MELI) | 0.9 | $76M | 241k | 314.66 | |
| Nielsen Hldgs Plc Shs Eur | 0.8 | $65M | 1.8M | 36.40 | |
| Fomento Economico Mexicano SAB (FMX) | 0.7 | $59M | 629k | 93.90 | |
| Ctrip.com International | 0.7 | $57M | 1.3M | 44.10 | |
| New Oriental Education & Tech | 0.6 | $55M | 584k | 94.00 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $4.4M | 33k | 134.66 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $2.5M | 47k | 51.93 | |
| Apple (AAPL) | 0.0 | $2.0M | 12k | 169.24 | |
| Alibaba Group Holding (BABA) | 0.0 | $1.9M | 11k | 172.44 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $1.2M | 16k | 72.09 | |
| Sanlam Ltd New Adr F (SLLDY) | 0.0 | $158k | 11k | 14.02 | |
| Groupe Danone SA (DANOY) | 0.0 | $319k | 19k | 16.84 | |
| Fast Retailing Co Ltd - (FRCOY) | 0.0 | $245k | 6.2k | 39.82 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $392k | 12k | 34.21 | |
| Shoprite Hldgs Ltd Sp (SRGHY) | 0.0 | $259k | 15k | 17.83 |
