Fundsmith as of March 31, 2018
Portfolio Holdings for Fundsmith
Fundsmith holds 17 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 9.5 | $1.2B | 15M | 75.87 | |
| Microsoft Corporation (MSFT) | 9.1 | $1.1B | 12M | 91.27 | |
| Stryker Corporation (SYK) | 7.3 | $887M | 5.5M | 160.92 | |
| Philip Morris International (PM) | 7.3 | $886M | 8.9M | 99.40 | |
| Waters Corporation (WAT) | 7.2 | $868M | 4.4M | 198.65 | |
| IDEXX Laboratories (IDXX) | 7.0 | $847M | 4.4M | 191.39 | |
| Facebook Inc cl a (META) | 6.8 | $822M | 5.1M | 159.79 | |
| Becton, Dickinson and (BDX) | 6.4 | $781M | 3.6M | 216.70 | |
| Pepsi (PEP) | 5.9 | $719M | 6.6M | 109.15 | |
| Intuit (INTU) | 5.7 | $688M | 4.0M | 173.35 | |
| Visa (V) | 5.6 | $684M | 5.7M | 119.62 | |
| Automatic Data Processing (ADP) | 5.4 | $656M | 5.8M | 113.48 | |
| Estee Lauder Companies (EL) | 5.3 | $645M | 4.3M | 149.72 | |
| 3M Company (MMM) | 4.9 | $593M | 2.7M | 219.52 | |
| Johnson & Johnson (JNJ) | 4.6 | $555M | 4.3M | 128.15 | |
| Colgate-Palmolive Company (CL) | 1.9 | $224M | 3.1M | 71.68 | |
| Marriott International (MAR) | 0.1 | $19M | 137k | 135.98 |
