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
$19B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$227M
3
+$215M
4
MELI icon
Mercado Libre
MELI
+$134M
5
WDAY icon
Workday
WDAY
+$87.5M

Top Sells

1
+$187M
2
+$154M
3
+$123M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$123M
5
LIN icon
Linde
LIN
+$109M

Sector Composition

1 Technology 26.16%
2 Healthcare 17.15%
3 Consumer Discretionary 16.77%
4 Communication Services 16.03%
5 Financials 15.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K ﹤0.01%
556
-48
52
$271K ﹤0.01%
+1,120
53
$244K ﹤0.01%
+999
54
$243K ﹤0.01%
+385
55
$213K ﹤0.01%
3,215
-46,400
56
$212K ﹤0.01%
+2,560
57
$211K ﹤0.01%
2,638
-34,900
58
– –
-708,187
1 2
3