Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2022
Top Holdings52 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 7.8M | $879.6M | 6.6% | $109.23 | +5.10% | 15 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.2M | $752.9M | 5.6% | $149.63 | +54.59% | 15 qtrssince 2019-Q1 | Increased 62 |
VISA INC-CLASS A SHARES | 4M | $701.9M | 5.2% | $170.68 | +0.93% | 15 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 2.3M | $588.7M | 4.4% | $207.08 | +10.44% | 14 qtrssince 2019-Q2 | Decreased 0 |
SALESFORCE.COM INC | 4.1M | $587M | 4.4% | $178.56 | -18.77% | 15 qtrssince 2019-Q1 | Increased 68 |
INTUIT INC | 1.5M | $566.9M | 4.2% | $400.84 | -3.31% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 5.8M | $555.5M | 4.2% | $95.68 | +1.76% | 15 qtrssince 2019-Q1 | Increased 93 |
AUTODESK INC | 3M | $554.5M | 4.1% | $191.49 | -1.06% | 15 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 3.6M | $547.6M | 4.1% | $193.36 | -19.19% | 13 qtrssince 2019-Q3 | Increased 68 |
MSCI INC | 1.3M | $540.7M | 4.0% | $449.40 | -10.60% | 8 qtrssince 2020-Q4 | Increased 58 |
YUM! BRANDS INC | 5M | $533.1M | 4.0% | $89.09 | +13.10% | 15 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 829,812 | $419.1M | 3.1% | $252.99 | +89.81% | 15 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 2.3M | $403.5M | 3.0% | — | — | 15 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 1.3M | $395.9M | 3.0% | $375.93 | -19.63% | 3 qtrssince 2022-Q1 | Increased 54 |
INTUITIVE SURGICAL INC | 2M | $382.8M | 2.9% | $270.57 | -30.12% | 11 qtrssince 2020-Q1 | Increased 63 |
EQUINIX INC | 640,279 | $364.2M | 2.7% | $521.05 | +0.72% | 15 qtrssince 2019-Q1 | Increased 54 |
REGENERON PHARMACEUTICALS | 493,883 | $340.2M | 2.5% | $494.92 | +39.01% | 15 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 631,720 | $320.4M | 2.4% | $444.85 | +15.04% | 9 qtrssince 2020-Q3 | Increased 53 |
ECOLAB INC | 2.1M | $309.1M | 2.3% | $162.51 | -13.37% | 3 qtrssince 2022-Q1 | Increased 53 |
BALL CORP | 5.8M | $281.4M | 2.1% | $71.05 | -35.96% | 10 qtrssince 2020-Q2 | Increased 58 |
Sustainable Growth Advisers, LP manages $13.4B across 52 positions as of Q3 2022. Top holdings: AMZN (6.6%), MSFT (5.6%), V (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 2 new positions, exited 5, increased 27, trimmed 21. Top move: GOOG (INCREASED, conviction 93). Portfolio: $13.4B across 52 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