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
$19.9B
AUM Growth
-$3.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$110M
3 +$66.9M
4
ICLR icon
Icon
ICLR
+$57.4M
5
TME icon
Tencent Music
TME
+$4.96M

Top Sells

1 +$501M
2 +$323M
3 +$279M
4
WDAY icon
Workday
WDAY
+$243M
5
V icon
Visa
V
+$218M

Sector Composition

1 Technology 35.02%
2 Financials 20.77%
3 Healthcare 16.8%
4 Consumer Discretionary 12.71%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-685