Sustainable Growth Advisers, LP Portfolio Holdings

Sustainable Growth Advisers, LP

  • $19.1 Billion
  • Q4 2024

Sustainable Growth Advisers, LP has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $19.1 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.36B, Microsoft Corp with a value of $1.31B, Visa Inc. with a value of $1.12B, Intuit Inc with a value of $898M, and Unitedhealth Group Inc with a value of $839M.

Examining the 13F form we can see an decrease of $3.42B in the current position value, from $22.5B to 19.1B.

Sustainable Growth Advisers, LP is based out at Stamford, CT

Below you can find more details about Sustainable Growth Advisers, LP portfolio as well as his latest detailed transactions.

Portfolio value $19.1 Billion
Technology: $6.79 Billion
Financial Services: $4.15 Billion
Healthcare: $3.35 Billion
Consumer Cyclical: $2.54 Billion
Communication Services: $1.5 Billion
Industrials: $420 Million
Basic Materials: $297 Million
Consumer Defensive: $40.6 Million
Other: $8.34 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.56B
$7 Million 0.04% of portfolio
590,622
Q4 2024 Added 7.39%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $19.1 Billion
  • Prior Value $22.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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