Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q1 2021
Top Holdings57 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.1M | $977.3M | 5.6% | $137.98 | +61.61% | 9 qtrssince 2019-Q1 | Increased 71 |
AMAZON.COM INC | 301,102 | $931.6M | 5.4% | $103.69 | +47.32% | 9 qtrssince 2019-Q1 | Increased 75 |
VISA INC-CLASS A SHARES | 4.3M | $912.5M | 5.2% | $164.81 | +23.34% | 9 qtrssince 2019-Q1 | Increased 69 |
YUM! BRANDS INC | 7.4M | $799.8M | 4.6% | $89.09 | +12.78% | 9 qtrssince 2019-Q1 | Increased 67 |
META PLATFORMS INC-CLASS A | 2.7M | $782.9M | 4.5% | $200.50 | +42.65% | 9 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC-CL C | 368,430 | $762.1M | 4.4% | $62.93 | +62.10% | 9 qtrssince 2019-Q1 | Increased 63 |
FLEETCOR TECHNOLOGIES INC | 2.8M | $754M | 4.3% | — | — | 9 qtrssince 2019-Q1 | Increased 64 |
SALESFORCE.COM INC | 3.5M | $736.5M | 4.2% | $175.89 | +17.96% | 9 qtrssince 2019-Q1 | Increased 69 |
PAYPAL HOLDINGS INC | 2.9M | $705.7M | 4.1% | $128.66 | +83.43% | 9 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 2.5M | $695.4M | 4.0% | $174.72 | +53.63% | 9 qtrssince 2019-Q1 | Increased 69 |
ABBOTT LABORATORIES | 5.4M | $642.2M | 3.7% | $76.07 | +41.88% | 9 qtrssince 2019-Q1 | Increased 60 |
| 6.6M | $638.4M | 3.7% | — | — | 9 qtrssince 2019-Q1 | Increased 62 | |
WORKDAY INC-CLASS A | 2.4M | $608.5M | 3.5% | $189.30 | +28.49% | 7 qtrssince 2019-Q3 | Increased 69 |
EQUINIX INC | 824,622 | $560.4M | 3.2% | $516.02 | +19.29% | 9 qtrssince 2019-Q1 | Increased 77 |
UNITEDHEALTH GROUP INC | 1.5M | $544.4M | 3.1% | $252.99 | +36.59% | 9 qtrssince 2019-Q1 | Increased 67 |
NIKE INC -CL B | 3.9M | $518.7M | 3.0% | $82.77 | +49.89% | 9 qtrssince 2019-Q1 | Increased 60 |
WALT DISNEY CO/THE | 2.5M | $457.5M | 2.6% | $179.34 | +1.07% | 2 qtrssince 2020-Q4 | Increased 86 |
| 1.6M | $452.7M | 2.6% | $187.65 | +39.49% | 9 qtrssince 2019-Q1 | Increased 60 | |
BALL CORP | 4.6M | $389.6M | 2.2% | $70.78 | +12.40% | 4 qtrssince 2020-Q2 | Increased 66 |
REGENERON PHARMACEUTICALS | 791,888 | $374.7M | 2.2% | $445.84 | +4.99% | 9 qtrssince 2019-Q1 | Increased 62 |
Sustainable Growth Advisers, LP manages $17.4B across 57 positions as of Q1 2021. Top holdings: MSFT (5.6%), AMZN (5.4%), V (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 1 new position, exited 3, increased 42, trimmed 12. Top move: DIS (INCREASED, conviction 86). Portfolio: $17.4B across 57 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer