SGA

Sustainable Growth Advisers Portfolio holdings

AUM $14.4B
1-Year Est. Return 8.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.26B
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$263M
2 +$200M
3 +$143M
4
XLNX
Xilinx Inc
XLNX
+$125M
5
MTCH icon
Match Group
MTCH
+$124M

Top Sells

1 +$354M
2 +$189M
3 +$162M
4
ADP icon
Automatic Data Processing
ADP
+$153M
5
NVO icon
Novo Nordisk
NVO
+$135M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 23.66%
3 Healthcare 17.82%
4 Communication Services 12.53%
5 Financials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,578