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
$22.7B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$579M
2 +$574M
3 +$544M
4
IT icon
Gartner
IT
+$264M
5
NOW icon
ServiceNow
NOW
+$213M

Top Sells

1 +$504M
2 +$367M
3 +$338M
4
BALL icon
Ball Corp
BALL
+$325M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$285M

Sector Composition

1 Technology 37.34%
2 Financials 19.42%
3 Healthcare 16.37%
4 Consumer Discretionary 12.62%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,216,000