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Tucker Brown — Institutional Investor Profile | Buyside Digest

Tucker Brown

Institutional Investor • SGA - International Growth

Value

$22.1B

Stocks

32 Stocks

Turnover

0.0%

CIK

0001290668EDGAR ↗

Website ↗

Top Holdings

AAPL(13.22%) YUM(10.44%) AXP(7.82%) GWW(6.97%) ECL(6.76%)

About Investor

Sustainable Growth Advisers, LP was founded in 2003 and has grown to manage $22.135 billion in discretionary assets serving 273 institutional clients as of December 31, 2024. The firm is majority-owned by Virtus Investment Partners (78% ownership), a publicly traded company on NASDAQ, providing institutional backing and resources. SGA operates with approximately 40% employee equity ownership, aligning team incentives with client performance outcomes. The U.S. Large Cap Growth strategy has operated since July 2003 with a consistent investment philosophy and process, building a 22-year track record through multiple market cycles. The management team includes experienced professionals with backgrounds at leading technology and investment firms, bringing deep sector expertise and analytical capabilities. SGA maintains clean regulatory records with no material legal or disciplinary events, demonstrating strong compliance and risk management practices. The firm has achieved Global Investment Performance Standards (GIPS®) compliance with independent verification through December 2024. SGA's institutional client base and multi-channel distribution through Virtus and Morgan Stanley platforms provide stable asset flows and broad market access.

Investor Philosophy

Investment philosophy details pending verification.

Tucker Brown Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AAPL	None	Apple Inc.	Information Technology	$504.5M	13.2%	No Change
YUM	None	Yum! Brands Inc	Consumer Discretionary	$398.4M	10.4%	No Change
AXP	None	American Express Company	Financials	$298.5M	7.8%	No Change
GWW	None	W.W. Grainger	Industrials	$266.1M	7.0%	No Change
ECL	None	Ecolab Inc.	Materials	$257.9M	6.8%	No Change
MA	None	Mastercard Incorporated	Financials	$194.6M	5.1%	No Change
COO	None	The Cooper Companies, Inc.	Health Care	$139.4M	3.6%	No Change
ANET	None	Arista Networks, Inc.	Information Technology	$135.4M	3.5%	No Change
NOW	None	ServiceNow, Inc.	Information Technology	$131.9M	3.5%	No Change
IDV	None	NVIDIA Corp	General	$125.8M	3.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology30.8%

Financials18.8%

Consumer Discretionary16.8%

Industrials9.5%

Materials7.9%

Sector	Stocks	Value	Exposure
Information Technology	9	$1173.7M	30.8%
Financials	6	$718.4M	18.8%
Consumer Discretionary	4	$640.1M	16.8%
Industrials	3	$362.8M	9.5%
Materials	2	$301.4M	7.9%
Health Care	3	$221.7M	5.8%
Communication Services	3	$213.4M	5.6%
General	1	$125.8M	3.3%
Real Estate	1	$59.6M	1.6%