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
$15.4B
AUM Growth
+$1.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$361M
2 +$221M
3 +$133M
4
MSFT icon
Microsoft
MSFT
+$106M
5
AMZN icon
Amazon
AMZN
+$102M

Top Sells

1 +$189M
2 +$54.1M
3 +$45.3M
4
SAP icon
SAP
SAP
+$17M
5
HDB icon
HDFC Bank
HDB
+$16.1M

Sector Composition

1 Technology 27.94%
2 Healthcare 21.43%
3 Financials 19.52%
4 Consumer Discretionary 13.92%
5 Communication Services 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,986