Terry Smith / Portfolio / 2019-Q1

    Company Shares Market value Share price
    PayPal Holdings, Inc. 15M $1.6B $104
    Microsoft Corporation 12M $1.4B $118
    Waters Corporation 5M $1.3B $252
    Philip Morris International Inc. 13M $1.2B $88
    Intuit Inc. 4.5M $1.2B $261
    Stryker Corporation 5.6M $1.1B $198
    The Estée Lauder Companies Inc. 6.6M $1.1B $166
    Meta Platforms, Inc. 6.4M $1.1B $167
    PepsiCo, Inc. 8.3M $1B $123
    IDEXX Laboratories, Inc. 4.5M $999M $224
    Automatic Data Processing, Inc. 6M $958M $160
    Becton, Dickinson and Company 3.8M $942M $250
    Visa Inc. 5.8M $904M $156
    McCormick & Company, Incorporated 5.2M $784M $151
    3M Company 3.5M $735M $208
    Johnson & Johnson 4.6M $643M $140
    Equifax Inc. 579K $69M $119
    Verisk Analytics, Inc. 514K $68M $133
    Masimo Corporation 491K $68M $138
    CHECK POINT SOFTWARE TECH 524K $66M $126
    Sabre Corporation 3M $63M $21
    CDK Global, Inc. 923K $54M $59
    ANSYS, Inc. 293K $53M $183
    Cognex Corporation 1M $53M $51
    VeriSign, Inc. 273K $50M $182
    A. O. Smith Corporation 764K $41M $53
    MSCI Inc. 189K $38M $199
    IPG Photonics Corporation 219K $33M $152
    Paycom Software, Inc. 171K $32M $189
    Marriott International, Inc. 180K $23M $125
    MercadoLibre, Inc. 18K $9.3M $508

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