SG

Sustainable Growth Advisers, LP

13F
Sustainable Growth Advisers, LP
Last update 2024-11-05 53 Stocks (2 new)
Value $23.60 Bil Turnover 7 %
Countries:
Top Holdings: AMZN(6.82%)MSFT(6.37%)V(4.98%)UNH(4.42%)SPGI(4.20%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sustainable Growth Advisers, L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN 		Amazon.com Inc
8,642,375
1610333.730
+11.79%
6.820
+0.72%
0.080
+23.90%
+31.30%
2097744.696
Retail - Cyclical
MSFT 		Microsoft Corp
3,493,965
1503453.140
+0.89%
6.370
+0.06%
0.050
+4.32%
+10.02%
3059156.044
Software
V 		Visa Inc
4,275,500
1175548.730
+2.75%
4.980
+0.13%
0.220
+14.60%
+13.30%
569477.114
Credit Services
UNH 		UnitedHealth Group Inc
1,782,406
1042137.140
-9.04%
4.420
-0.40%
0.190
-0.16%
+8.97%
521828.826
Healthcare Plans
SPGI 		S&P Global Inc
1,916,740
990226.220
-9.67%
4.200
-0.40%
0.620
+3.94%
+11.84%
151957.013
Capital Markets
AON 		Aon PLC
2,826,468
977929.660
+2.41%
4.140
+0.10%
1.310
+13.65%
+27.76%
79737.377
Insurance
YUM 		Yum Brands Inc
6,502,665
908487.330
+13.83%
3.850
+0.47%
2.310
+1.55%
+4.65%
37721.600
Restaurants
SNPS 		Synopsys Inc
1,784,383
903593.710
+85.62%
3.830
+1.77%
1.160
+7.00%
+1.37%
80183.302
Software
WDAY 		Workday Inc
3,610,111
882347.230
-10.38%
3.740
-0.41%
1.360
+16.13%
-12.61%
63931.250
Software
META 		Meta Platforms Inc
1,502,792
860258.250
+27.32%
3.650
+0.78%
0.060
+20.44%
+62.21%
1445092.971
Interactive Media

Sustainable Growth Advisers, LP's Historical Top Holdings Breakdowns

Sustainable Growth Advisers, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CPAY 		Corpay Inc2024-09-30Reduce
-1.99%
●
265.91 ($293.7) 315.55
$330.81
12.64%
Reduce -99.96%
685
-1,689,406
SNPS 		Synopsys Inc2024-09-30Add
+1.77%
●
463.97 ($536.59) 621.3
$521.98
-2.72%
Add 85.62%
1,784,383
823,051
WM 		Waste Management Inc2024-09-30Add
+1.21%
●
196.96 ($208.63) 223.45
$215.88
3.48%
Add 108.68%
2,647,246
1,378,687
NOW 		ServiceNow Inc2024-09-30Reduce
-0.79%
●
730.87 ($822.02) 937.36
$971.04
18.13%
Reduce -30.79%
508,111
-226,003
META 		Meta Platforms Inc2024-09-30Add
+0.78%
●
453.41 ($514.55) 572.44
$572.43
11.25%
Add 27.32%
1,502,792
322,451
AMZN 		Amazon.com Inc2024-09-30Add
+0.72%
●
161.02 ($182.46) 200
$199.50
9.34%
Add 11.79%
8,642,375
911,294
CRM 		Salesforce Inc2024-09-30Reduce
-0.66%
●
238.42 ($256.15) 276.64
$297.49
16.14%
Reduce -20.86%
2,192,498
-578,016
INFY 		Infosys Ltd2024-09-30Reduce
-0.53%
●
18.76 ($21.86) 23.28
$20.71
-5.26%
Reduce -38.15%
10,432,142
-6,435,903
SBUX 		Starbucks Corp2024-09-30Reduce
-0.53%
●
72.51 ($85.8) 99.28
$97.09
13.16%
Reduce -35.86%
2,744,986
-1,534,651
NVO 		Novo Nordisk AS2024-09-30Add
+0.48%
●
119.07 ($133.36) 145.42
$110.13
-17.42%
Add 28.5%
4,319,305
957,961

Sustainable Growth Advisers, LP Total Holding History ($B)

To

Sustainable Growth Advisers, LP's Asset Allocation

To

Sustainable Growth Advisers, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sustainable Growth Advisers, LP's Hypothetical Growth since 2024-09-30

Sustainable Growth Advisers, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Sustainable Growth Advisers, LP's Holdings Heat Map

Size field:

Sustainable Growth Advisers, LP's Holdings Bubble Chart

Sustainable Growth Advisers, LP News

  • 1

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