Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2022
Top Holdings55 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.7M | $881.2M | 5.7% | $159.80 | +46.58% | 16 qtrssince 2019-Q1 | Increased 70 |
VISA INC-CLASS A SHARES | 4M | $828.6M | 5.4% | $170.97 | +18.10% | 16 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 8.8M | $740.3M | 4.8% | $106.29 | -20.97% | 16 qtrssince 2019-Q1 | Increased 66 |
WORKDAY INC-CLASS A | 4M | $671.2M | 4.4% | $190.68 | -12.24% | 14 qtrssince 2019-Q3 | Increased 65 |
DANAHER CORP | 2.5M | $667.7M | 4.3% | $209.40 | +10.69% | 15 qtrssince 2019-Q2 | Increased 64 |
INTUIT INC | 1.6M | $634.9M | 4.1% | $398.79 | -4.49% | 16 qtrssince 2019-Q1 | Increased 65 |
YUM! BRANDS INC | 4.9M | $628.5M | 4.1% | $89.09 | +35.73% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 6.7M | $597M | 3.9% | $94.60 | -6.91% | 16 qtrssince 2019-Q1 | Increased 67 |
MSCI INC | 1.3M | $581.9M | 3.8% | $449.40 | -1.14% | 9 qtrssince 2020-Q4 | Decreased 0 |
S&P GLOBAL INC | 1.7M | $569.1M | 3.7% | $364.28 | -10.30% | 4 qtrssince 2022-Q1 | Increased 73 |
AUTODESK INC | 2.9M | $541.6M | 3.5% | $191.49 | -2.41% | 16 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 4M | $527.7M | 3.4% | $178.56 | -26.63% | 16 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 919,896 | $487.7M | 3.2% | $277.37 | +80.95% | 16 qtrssince 2019-Q1 | Increased 64 |
INTUITIVE SURGICAL INC | 1.8M | $483.1M | 3.1% | $270.57 | -1.93% | 12 qtrssince 2020-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 2.5M | $462.4M | 3.0% | — | — | 16 qtrssince 2019-Q1 | Increased 63 |
EQUINIX INC | 695,235 | $455.4M | 3.0% | $528.51 | +16.43% | 16 qtrssince 2019-Q1 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 712,015 | $392.1M | 2.6% | $456.24 | +19.63% | 10 qtrssince 2020-Q3 | Increased 60 |
AON PLC | 1.3M | $380.3M | 2.5% | $289.80 | +1.06% | 12 qtrssince 2020-Q1 | Increased 86 |
ECOLAB INC | 2.5M | $363.4M | 2.4% | $159.43 | -11.59% | 4 qtrssince 2022-Q1 | Increased 62 |
ADOBE INC | 961,115 | $323.4M | 2.1% | $346.66 | -2.92% | 3 qtrssince 2022-Q2 | Increased 54 |
Sustainable Growth Advisers, LP manages $15.4B across 55 positions as of Q4 2022. Top holdings: MSFT (5.7%), V (5.4%), AMZN (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 5 new positions, exited 2, increased 29, trimmed 19. Top move: AON (INCREASED, conviction 86). Portfolio: $15.4B across 55 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