Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.3M | $948.7M | 5.5% | $159.80 | +74.04% | 17 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 9.2M | $947.9M | 5.5% | $106.11 | -3.88% | 17 qtrssince 2019-Q1 | Increased 65 |
VISA INC-CLASS A SHARES | 4M | $893.4M | 5.2% | $170.97 | +28.41% | 17 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 3.8M | $787.2M | 4.6% | $190.68 | +4.92% | 15 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL C | 6.8M | $710.9M | 4.1% | $94.70 | +6.20% | 17 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 2.1M | $707.8M | 4.1% | $359.03 | -7.03% | 5 qtrssince 2022-Q1 | Increased 69 |
MSCI INC | 1.2M | $669.4M | 3.9% | $449.40 | +19.24% | 10 qtrssince 2020-Q4 | Decreased 0 |
DANAHER CORP | 2.6M | $666M | 3.9% | $209.83 | +4.07% | 16 qtrssince 2019-Q2 | Increased 61 |
INTUIT INC | 1.5M | $660.2M | 3.8% | $398.79 | +8.21% | 17 qtrssince 2019-Q1 | Decreased 0 |
YUM! BRANDS INC | 5M | $656.1M | 3.8% | $89.49 | +37.06% | 17 qtrssince 2019-Q1 | Increased 58 |
AUTODESK INC | 2.9M | $596.2M | 3.5% | $191.49 | +5.29% | 17 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 1.8M | $566.4M | 3.3% | $295.21 | +4.39% | 13 qtrssince 2020-Q1 | Increased 77 |
EQUINIX INC | 749,166 | $540.2M | 3.1% | $538.16 | +23.14% | 17 qtrssince 2019-Q1 | Increased 62 |
INTUITIVE SURGICAL INC | 2.1M | $531M | 3.1% | $268.18 | -6.29% | 13 qtrssince 2020-Q1 | Increased 66 |
SALESFORCE.COM INC | 2.6M | $515.6M | 3.0% | $178.56 | +8.78% | 17 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 2.3M | $479.2M | 2.8% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 966,837 | $456.9M | 2.6% | $285.58 | +56.38% | 17 qtrssince 2019-Q1 | Increased 56 |
ECOLAB INC | 2.6M | $428.7M | 2.5% | $159.41 | -0.47% | 5 qtrssince 2022-Q1 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 716,267 | $412.8M | 2.4% | $456.84 | +22.22% | 11 qtrssince 2020-Q3 | Increased 54 |
REGENERON PHARMACEUTICALS | 432,997 | $355.8M | 2.1% | $495.26 | +62.95% | 17 qtrssince 2019-Q1 | Increased 53 |
Sustainable Growth Advisers, LP manages $17.2B across 53 positions as of Q1 2023. Top holdings: MSFT (5.5%), AMZN (5.5%), V (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Added 3 new positions, exited 5, increased 26, trimmed 23. Top move: AON (INCREASED, conviction 77). Portfolio: $17.2B across 53 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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