Sustainable Growth Advisers as of Dec. 31, 2018
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 47 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yum! Brands (YUM) | 5.3 | $413M | 4.5M | 91.92 | |
| Visa (V) | 5.1 | $394M | 3.0M | 131.94 | |
| Amazon (AMZN) | 4.7 | $361M | 240k | 1501.97 | |
| Autodesk (ADSK) | 4.5 | $349M | 2.7M | 128.61 | |
| Regeneron Pharmaceuticals (REGN) | 4.5 | $347M | 929k | 373.50 | |
| FleetCor Technologies | 4.4 | $342M | 1.8M | 185.72 | |
| salesforce (CRM) | 4.4 | $341M | 2.5M | 136.97 | |
| Equinix (EQIX) | 4.4 | $338M | 957k | 352.56 | |
| Abbott Laboratories (ABT) | 4.1 | $318M | 4.4M | 72.33 | |
| Alphabet Inc Class C cs (GOOG) | 3.9 | $301M | 290k | 1035.61 | |
| Nike (NKE) | 3.4 | $264M | 3.6M | 74.14 | |
| Linde | 3.1 | $242M | 1.6M | 156.04 | |
| TJX Companies (TJX) | 3.0 | $234M | 5.2M | 44.74 | |
| Mondelez Int (MDLZ) | 2.9 | $224M | 5.6M | 40.03 | |
| Ecolab (ECL) | 2.9 | $223M | 1.5M | 147.35 | |
| UnitedHealth (UNH) | 2.8 | $214M | 859k | 249.12 | |
| Microsoft Corporation (MSFT) | 2.6 | $201M | 2.0M | 101.57 | |
| Walt Disney Company (DIS) | 2.5 | $197M | 1.8M | 109.65 | |
| Booking Holdings (BKNG) | 2.4 | $187M | 109k | 1722.43 | |
| HDFC Bank (HDB) | 2.3 | $178M | 1.7M | 103.59 | |
| Becton, Dickinson and (BDX) | 2.2 | $173M | 768k | 225.32 | |
| Novo Nordisk A/S (NVO) | 2.1 | $166M | 3.6M | 46.07 | |
| Estee Lauder Companies (EL) | 2.1 | $164M | 1.3M | 130.10 | |
| Automatic Data Processing (ADP) | 2.0 | $157M | 1.2M | 131.12 | |
| Lowe's Companies (LOW) | 2.0 | $152M | 1.6M | 92.36 | |
| Intuit (INTU) | 1.9 | $148M | 753k | 196.85 | |
| Sap (SAP) | 1.9 | $148M | 1.5M | 99.55 | |
| Ihs Markit | 1.8 | $141M | 2.9M | 47.97 | |
| New Oriental Education & Tech | 1.8 | $136M | 2.5M | 54.81 | |
| Alibaba Group Holding (BABA) | 1.7 | $134M | 979k | 137.07 | |
| Facebook Inc cl a (META) | 1.6 | $120M | 919k | 131.09 | |
| Alliance Data Systems Corporation (BFH) | 1.2 | $95M | 632k | 150.08 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $90M | 368k | 244.84 | |
| MercadoLibre (MELI) | 0.8 | $58M | 200k | 292.85 | |
| Infosys Technologies (INFY) | 0.7 | $52M | 5.5M | 9.52 | |
| Fomento Economico Mexicano SAB (FMX) | 0.7 | $50M | 579k | 86.05 | |
| Ctrip.com International | 0.5 | $35M | 1.3M | 27.06 | |
| Tencent Holdings Ltd - (TCEHY) | 0.1 | $7.1M | 180k | 39.47 | |
| Aia Group Ltd-sp (AAGIY) | 0.1 | $7.3M | 222k | 32.88 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $6.2M | 77k | 80.96 | |
| Groupe Danone SA (DANOY) | 0.1 | $5.3M | 379k | 13.98 | |
| Fast Retailing Co Ltd - (FRCOY) | 0.1 | $5.6M | 110k | 50.97 | |
| Sanlam Ltd New Adr F (SLLDY) | 0.1 | $4.2M | 380k | 11.03 | |
| Shoprite Hldgs Ltd Sp (SRGHY) | 0.0 | $3.2M | 244k | 13.31 | |
| Apple (AAPL) | 0.0 | $1.8M | 12k | 157.76 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $1.8M | 14k | 130.89 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $927k | 3.7k | 249.80 |
