Sustainable Growth Advisers as of March 31, 2025
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.0 | $1.3B | 6.6M | 190.26 | |
| Microsoft Corporation (MSFT) | 6.5 | $1.2B | 3.1M | 375.39 | |
| Visa (V) | 6.4 | $1.2B | 3.3M | 350.46 | |
| Facebook Inc cl a (META) | 4.9 | $887M | 1.5M | 576.36 | |
| Intuit (INTU) | 4.9 | $887M | 1.4M | 613.99 | |
| UnitedHealth (UNH) | 4.8 | $858M | 1.6M | 523.75 | |
| S&p Global (SPGI) | 4.4 | $780M | 1.5M | 508.10 | |
| NVIDIA Corporation (NVDA) | 4.3 | $774M | 7.1M | 108.38 | |
| Synopsys (SNPS) | 3.8 | $676M | 1.6M | 428.85 | |
| Aon (AON) | 3.5 | $636M | 1.6M | 399.09 | |
| Canadian Pacific Kansas City (CP) | 3.3 | $587M | 8.4M | 70.21 | |
| Servicenow (NOW) | 3.2 | $576M | 724k | 796.14 | |
| Yum! Brands (YUM) | 3.1 | $556M | 3.5M | 157.36 | |
| Apple (AAPL) | 3.0 | $530M | 2.4M | 222.13 | |
| HDFC Bank (HDB) | 2.9 | $519M | 7.8M | 66.44 | |
| Danaher Corporation (DHR) | 2.9 | $517M | 2.5M | 205.00 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $438M | 2.8M | 156.23 | |
| salesforce (CRM) | 2.4 | $437M | 1.6M | 268.36 | |
| Workday Inc cl a (WDAY) | 2.4 | $434M | 1.9M | 233.53 | |
| Waste Management (WM) | 2.4 | $431M | 1.9M | 231.51 | |
| Novo Nordisk A/S (NVO) | 2.1 | $385M | 5.5M | 69.44 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $315M | 632k | 497.60 | |
| Alcon (ALC) | 1.7 | $299M | 3.2M | 94.93 | |
| Steris Plc Ord equities (STE) | 1.7 | $298M | 1.3M | 226.65 | |
| MercadoLibre (MELI) | 1.6 | $295M | 151k | 1950.87 | |
| Gartner (IT) | 1.6 | $284M | 676k | 419.74 | |
| Infosys Technologies (INFY) | 1.5 | $272M | 15M | 18.25 | |
| Icon (ICLR) | 1.5 | $265M | 1.5M | 174.99 | |
| American Express Company (AXP) | 1.2 | $223M | 828k | 269.05 | |
| Netflix (NFLX) | 1.2 | $207M | 222k | 932.53 | |
| Autodesk (ADSK) | 1.1 | $191M | 731k | 261.80 | |
| Starbucks Corporation (SBUX) | 1.1 | $189M | 1.9M | 98.09 | |
| Ecolab (ECL) | 1.0 | $180M | 709k | 253.52 | |
| Arm Holdings (ARM) | 0.9 | $170M | 1.6M | 106.79 | |
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $92M | 555k | 166.00 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $26M | 271k | 97.58 | |
| Waste Connections (WCN) | 0.1 | $18M | 93k | 195.19 | |
| Sap (SAP) | 0.1 | $18M | 65k | 268.44 | |
| Linde (LIN) | 0.1 | $14M | 31k | 465.64 | |
| Shopify Inc cl a (SHOP) | 0.1 | $11M | 115k | 95.48 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $11M | 50k | 212.21 | |
| Unilever (UL) | 0.1 | $9.9M | 167k | 59.55 | |
| Xp Inc cl a (XP) | 0.1 | $9.2M | 672k | 13.75 | |
| Universal Music Group Nv Un (UNVGY) | 0.0 | $8.7M | 634k | 13.72 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $8.5M | 592k | 14.41 | |
| Experian (EXPGY) | 0.0 | $7.2M | 156k | 46.40 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $6.9M | 55k | 123.87 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $6.7M | 19k | 361.09 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.0 | $6.2M | 1.4M | 4.53 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $5.8M | 193k | 30.25 | |
| Alibaba Group Holding (BABA) | 0.0 | $4.7M | 36k | 132.23 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.9M | 12k | 154.64 | |
| Msci (MSCI) | 0.0 | $797k | 1.4k | 565.50 | |
| iShares S&P 500 Index (IVV) | 0.0 | $475k | 845.00 | 561.90 | |
| Vanguard Growth ETF (VUG) | 0.0 | $353k | 952.00 | 370.82 | |
| Sherwin-Williams Company (SHW) | 0.0 | $204k | 583.00 | 349.19 |
