SGA

Sustainable Growth Advisers Portfolio holdings

AUM $19.4B
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.4B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$251M
2 +$172M
3 +$161M
4
EDU icon
New Oriental
EDU
+$133M
5
MSFT icon
Microsoft
MSFT
+$122M

Top Sells

1 +$174M
2 +$143M
3 +$54.7M
4
PYPL icon
PayPal
PYPL
+$51.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$17.2M

Sector Composition

1 Technology 24.68%
2 Consumer Discretionary 17.33%
3 Healthcare 17.2%
4 Communication Services 15.18%
5 Financials 14.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$639K ﹤0.01%
2,628
-6,372
52
$240K ﹤0.01%
604
-39
53
$238K ﹤0.01%
1,734
-1,264,700
54
-788
55
-559