Fundsmith

Fundsmith as of March 31, 2019

Portfolio Holdings for Fundsmith

Fundsmith holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Paypal Holdings (PYPL) 9.1 $1.6B 15M 103.84
Microsoft Corporation (MSFT) 8.1 $1.4B 12M 117.94
Waters Corporation (WAT) 7.2 $1.3B 5.0M 251.71
Philip Morris International (PM) 6.7 $1.2B 13M 88.39
Intuit (INTU) 6.7 $1.2B 4.5M 261.41
Stryker Corporation (SYK) 6.3 $1.1B 5.6M 197.52
Estee Lauder Companies (EL) 6.2 $1.1B 6.6M 165.55
Facebook Inc cl a (META) 6.0 $1.1B 6.4M 166.69
Pepsi (PEP) 5.8 $1.0B 8.3M 122.55
IDEXX Laboratories (IDXX) 5.7 $999M 4.5M 223.60
Automatic Data Processing (ADP) 5.4 $958M 6.0M 159.74
Becton, Dickinson and (BDX) 5.3 $942M 3.8M 249.73
Visa (V) 5.1 $904M 5.8M 156.19
McCormick & Company, Incorporated (MKC) 4.5 $784M 5.2M 150.63
3M Company (MMM) 4.2 $735M 3.5M 207.78
Johnson & Johnson (JNJ) 3.6 $643M 4.6M 139.79
Equifax (EFX) 0.4 $69M 579k 118.50
Verisk Analytics (VRSK) 0.4 $68M 514k 133.00
Masimo Corporation (MASI) 0.4 $68M 491k 138.28
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.4 $66M 524k 126.49
Sabre (SABR) 0.4 $64M 3.0M 21.39
Cdk Global Inc equities 0.3 $54M 923k 58.82
Ansys (ANSS) 0.3 $53M 293k 182.71
Cognex Corporation (CGNX) 0.3 $53M 1.0M 50.86
Verisign (VRSN) 0.3 $50M 273k 181.56
A. O. Smith Corporation (AOS) 0.2 $41M 764k 53.32
Msci (MSCI) 0.2 $38M 189k 198.84
IPG Photonics Corporation (IPGP) 0.2 $33M 219k 151.78
Paycom Software (PAYC) 0.2 $32M 171k 189.13
Marriott International (MAR) 0.1 $23M 180k 125.09
MercadoLibre (MELI) 0.1 $9.3M 18k 507.75