Terry Smith / Portfolio / 2013-Q2

    Company Shares Market value Share price
    DR PEPPER SNAPPLE GROUP INC 2.2M $131M $59
    Stryker Corporation 2M $131M $65
    Johnson & Johnson 2.8M $130M $46
    PepsiCo, Inc. 3.5M $122M $35
    Becton, Dickinson and Company 1.1M $108M $99
    SIGMA ALDRICH CORP 1.3M $101M $78
    Automatic Data Processing, Inc. 1.4M $98M $69
    3M Company 835K $92M $110
    McDonald's Corporation 1M $90M $87
    Philip Morris International Inc. 978K $80M $82
    Waters Corporation 744K $75M $100
    The Procter & Gamble Company 847K $74M $88
    Choice Hotels International, Inc. 1.4M $57M $40
    Colgate-Palmolive Company 785K $45M $57
    Microsoft Corporation 428K $43M $100
    Domino's Pizza, Inc. 262K $28M $109
    Visa Inc. 134K $25M $184

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