Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2019
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
YUM! BRANDS INC | 5.3M | $537.2M | 5.0% | $88.51 | +1.63% | 4 qtrssince 2019-Q1 | Increased 74 |
AMAZON.COM INC | 287,076 | $530.5M | 5.0% | $89.36 | +3.33% | 4 qtrssince 2019-Q1 | Increased 66 |
SALESFORCE.COM INC | 3.2M | $523.4M | 4.9% | $155.04 | +3.52% | 4 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 3.3M | $519.9M | 4.9% | $114.78 | +30.36% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.7M | $516M | 4.8% | $148.34 | +20.69% | 4 qtrssince 2019-Q1 | Increased 57 |
AUTODESK INC | 2.7M | $489.3M | 4.6% | $154.31 | +18.79% | 4 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 5.5M | $479.8M | 4.5% | $69.93 | +9.69% | 4 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL C | 355,670 | $475.5M | 4.5% | $57.06 | +16.21% | 4 qtrssince 2019-Q1 | Decreased 0 |
EQUINIX INC | 732,994 | $427.8M | 4.0% | $399.75 | +29.85% | 4 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 3.9M | $397.8M | 3.7% | $77.92 | +19.32% | 4 qtrssince 2019-Q1 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 6.8M | $376.4M | 3.5% | $43.45 | +9.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 4.9M | $365.7M | 3.4% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 | |
UNITEDHEALTH GROUP INC | 1.1M | $311.9M | 2.9% | $218.01 | +22.23% | 4 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 5.1M | $308.9M | 2.9% | $48.46 | +16.45% | 4 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 1M | $293.6M | 2.8% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 2.6M | $280.3M | 2.6% | $103.41 | +4.17% | 4 qtrssince 2019-Q1 | Increased 56 |
BOOKING HOLDINGS INC | 133,400 | $274M | 2.6% | $69.13 | +16.65% | 4 qtrssince 2019-Q1 | Decreased 0 |
REGENERON PHARMACEUTICALS | 685,831 | $257.5M | 2.4% | $404.67 | -8.16% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 1.1M | $240.1M | 2.2% | $160.19 | +21.15% | 4 qtrssince 2019-Q1 | Decreased 0 | |
INTUIT INC | 868,649 | $227.5M | 2.1% | $249.80 | +1.02% | 4 qtrssince 2019-Q1 | Increased 57 |
Sustainable Growth Advisers, LP manages $10.7B across 53 positions as of Q4 2019. Top holdings: YUM (5.0%), AMZN (5.0%), CRM (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 1 new position, increased 18, trimmed 30. Top move: YUM (INCREASED, conviction 74). Portfolio: $10.7B 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