Terry Smith / Portfolio / 2018-Q4

    Company Shares Market value Share price
    Microsoft Corporation 12M $1.4B $114
    PayPal Holdings, Inc. 15M $1.3B $88
    IDEXX Laboratories, Inc. 4.4M $1.1B $250
    Philip Morris International Inc. 12M $1B $82
    Meta Platforms, Inc. 6.1M $1B $164
    Intuit Inc. 4.4M $998M $227
    Becton, Dickinson and Company 3.7M $973M $261
    Stryker Corporation 5.5M $972M $178
    Waters Corporation 4.9M $960M $195
    The Estée Lauder Companies Inc. 6.3M $912M $145
    PepsiCo, Inc. 8.1M $905M $112
    Automatic Data Processing, Inc. 5.9M $883M $151
    Visa Inc. 5.6M $847M $150
    3M Company 3.4M $725M $211
    Johnson & Johnson 4.6M $632M $138
    McCormick & Company, Incorporated 2.6M $349M $132
    Colgate-Palmolive Company 2.2M $146M $67
    Masimo Corporation 479K $51M $107
    CHECK POINT SOFTWARE TECH 479K $49M $103
    Equifax Inc. 528K $49M $93
    Verisk Analytics, Inc. 450K $49M $109
    Sabre Corporation 2.3M $49M $22
    CDK Global, Inc. 923K $44M $48
    VeriSign, Inc. 273K $40M $148
    Cognex Corporation 1M $40M $39
    ANSYS, Inc. 273K $39M $143
    A. O. Smith Corporation 690K $29M $43
    MSCI Inc. 144K $21M $147
    Paycom Software, Inc. 171K $21M $122
    IPG Photonics Corporation 169K $19M $113
    Marriott International, Inc. 103K $14M $132
    MercadoLibre, Inc. 18K $5.3M $293

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