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
$19.7B
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$352M
2 +$135M
3 +$98.1M
4
NFLX icon
Netflix
NFLX
+$58.1M
5
MSFT icon
Microsoft
MSFT
+$46M

Top Sells

1 +$437M
2 +$408M
3 +$322M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$124M
5
INTU icon
Intuit
INTU
+$49M

Sector Composition

1 Technology 29.97%
2 Financials 20.47%
3 Healthcare 19.08%
4 Consumer Discretionary 13.82%
5 Communication Services 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,805
52
-833,396