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
$23.9B
AUM Growth
+$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$277M
2 +$155M
3 +$118M
4
HDB icon
HDFC Bank
HDB
+$97.1M
5
WDAY icon
Workday
WDAY
+$85.8M

Top Sells

1 +$317M
2 +$178M
3 +$97.1M
4
ECL icon
Ecolab
ECL
+$91.6M
5
NFLX icon
Netflix
NFLX
+$85.7M

Sector Composition

1 Technology 29.56%
2 Financials 19.76%
3 Healthcare 18.83%
4 Consumer Discretionary 14.64%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-232