SGA
Sustainable Growth Advisers Portfolio holdings
AUM
$14.4B
1-Year Est. Return
8.69%
This Fund
S&P 500
1 Year Est. Return
+8.69%
AUM
$14.4B
AUM Growth
-$2.66B
(-16%)
Holding
61
Top Buys
| 1 | +$232M | |
| 2 | +$113M | |
| 3 | +$109M | |
| 4 |
Salesforce
CRM
|
+$26.6M |
| 5 |
Grab
GRAB
|
+$10.4M |
Top Sells
| 1 | +$343M | |
| 2 | +$252M | |
| 3 | +$190M | |
| 4 |
HDFC Bank
HDB
|
+$187M |
| 5 |
Infosys
INFY
|
+$182M |
Sector Composition
| 1 | Technology | 37.63% |
| 2 | Consumer Discretionary | 15.87% |
| 3 | Financials | 14.98% |
| 4 | Communication Services | 10.32% |
| 5 | Healthcare | 10.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
MSCI
MSCI
$42B
| – | – |
-745
|
|
||
52
Novo Nordisk
NVO
$166B
| – | – |
-5,573
|
|
||
53
Starbucks
SBUX
$112B
| – | – |
-3,272
|
|
||
54
Sherwin-Williams
SHW
$89.8B
| – | – |
-583
|
|
||
55
Atlassian
TEAM
$19.8B
| – | – |
-76,025
|
|
||
56
Thermo Fisher Scientific
TMO
$196B
| – | – |
-883
|
|