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
$13.4B
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$228M
2 +$132M
3 +$92.1M
4
WDAY icon
Workday
WDAY
+$83.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$64.7M

Top Sells

1 +$267M
2 +$151M
3 +$81.2M
4
DHR icon
Danaher
DHR
+$81.1M
5
INTU icon
Intuit
INTU
+$38.8M

Sector Composition

1 Technology 29.25%
2 Healthcare 22.9%
3 Financials 16.59%
4 Consumer Discretionary 15.75%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,039
52
-943