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
$17.2B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$298M
2 +$167M
3 +$146M
4
CP icon
Canadian Pacific Kansas City
CP
+$123M
5
SPGI icon
S&P Global
SPGI
+$122M

Top Sells

1 +$280M
2 +$201M
3 +$111M
4
XP icon
XP
XP
+$69M
5
NFLX icon
Netflix
NFLX
+$68.1M

Sector Composition

1 Technology 29.06%
2 Healthcare 19.83%
3 Financials 19.78%
4 Consumer Discretionary 14.49%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,474
52
-4,844,722
53
-148,308