Fundsmith as of Sept. 30, 2018
Portfolio Holdings for Fundsmith
Fundsmith holds 17 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.3 | $1.4B | 12M | 114.37 | |
| Paypal Holdings (PYPL) | 9.0 | $1.3B | 15M | 87.84 | |
| IDEXX Laboratories (IDXX) | 7.4 | $1.1B | 4.4M | 249.66 | |
| Philip Morris International (PM) | 6.8 | $1.0B | 12M | 81.54 | |
| Stryker Corporation (SYK) | 6.6 | $981M | 5.5M | 177.68 | |
| Facebook Inc cl a (META) | 6.6 | $980M | 6.0M | 164.46 | |
| Waters Corporation (WAT) | 6.6 | $979M | 5.0M | 194.68 | |
| Becton, Dickinson and (BDX) | 6.5 | $977M | 3.7M | 261.00 | |
| Intuit (INTU) | 6.2 | $930M | 4.1M | 227.40 | |
| Pepsi (PEP) | 6.1 | $913M | 8.2M | 111.80 | |
| Automatic Data Processing (ADP) | 5.9 | $876M | 5.8M | 150.66 | |
| Visa (V) | 5.8 | $858M | 5.7M | 150.09 | |
| Estee Lauder Companies (EL) | 5.7 | $855M | 5.9M | 145.32 | |
| 3M Company (MMM) | 4.9 | $735M | 3.5M | 210.71 | |
| Johnson & Johnson (JNJ) | 4.2 | $633M | 4.6M | 138.17 | |
| Colgate-Palmolive Company (CL) | 2.3 | $339M | 5.1M | 66.95 | |
| Marriott International (MAR) | 0.1 | $21M | 160k | 132.03 |
