SGA

Sustainable Growth Advisers Portfolio holdings

AUM $17.1B
1-Year Est. Return 8.65%
This Quarter Est. Return
1 Year Est. Return
+8.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
+$4.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$219M
3
+$185M
4
BALL icon
Ball Corp
BALL
+$169M
5
ABT icon
Abbott
ABT
+$165M

Top Sells

1
+$256M
2
+$224M
3
+$143M
4
ULTA icon
Ulta Beauty
ULTA
+$113M
5
MELI icon
Mercado Libre
MELI
+$67.1M

Sector Composition

1 Technology 25.98%
2 Healthcare 18.41%
3 Consumer Discretionary 16.7%
4 Communication Services 14.48%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.01%
19,556
52
$219K ﹤0.01%
6,239
-812
53
$202K ﹤0.01%
2,952
-57,497
54
– –
-32,668
1 2
3