Terry Smith / Portfolio / 2015-Q1

    Company Shares Market value Share price
    Microsoft Corporation 7.2M $290M $40
    DR PEPPER SNAPPLE GROUP INC 3.5M $276M $78
    BECTON DICKINSON & CO 1.8M $257M $144
    Stryker Corporation 2.7M $249M $92
    eBay Inc. 4M $229M $58
    Philip Morris International Inc. 2.9M $222M $75
    Domino's Pizza, Inc. 2.1M $215M $101
    PepsiCo, Inc. 2.2M $208M $96
    BARD C R INC 1.2M $193M $167
    Johnson & Johnson 1.9M $190M $100
    Visa Inc. 2.5M $166M $65
    AUTOMATIC DATA PROCESSING INC 1.8M $151M $86
    3M Company 921K $151M $164
    The Procter & Gamble Company 1.6M $132M $81
    Colgate-Palmolive Company 1.1M $75M $69
    Waters Corporation 311K $39M $124
    Choice Hotels International, Inc. 554K $35M $64
    Marriott International, Inc. 49K $4M $80
    IDEXX Laboratories, Inc. 25K $3.9M $154
    DUNKIN BRANDS GROUP INC 80K $3.8M $48

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