Terry Smith / Portfolio / 2019-Q3

    Company Shares Market value Share price
    Microsoft Corporation 12M $1.7B $139
    PayPal Holdings, Inc. 15M $1.6B $104
    The Estée Lauder Companies Inc. 6.8M $1.3B $199
    Stryker Corporation 5.9M $1.3B $216
    Philip Morris International Inc. 17M $1.3B $76
    Intuit Inc. 4.7M $1.2B $266
    IDEXX Laboratories, Inc. 4.6M $1.2B $272
    Meta Platforms, Inc. 6.5M $1.2B $178
    Waters Corporation 5.1M $1.1B $223
    McCormick & Company, Incorporated 7.3M $1.1B $156
    PepsiCo, Inc. 8.3M $1.1B $137
    Visa Inc. 6.4M $1.1B $172
    Automatic Data Processing, Inc. 6.5M $1B $161
    Becton, Dickinson and Company 3.8M $966M $253
    Johnson & Johnson 6M $771M $129
    Brown-Forman Corporation 9.2M $580M $63
    Equifax Inc. 621K $87M $141
    Masimo Corporation 575K $86M $149
    Verisk Analytics, Inc. 535K $85M $158
    Sabre Corporation 3.6M $81M $22
    CHECK POINT SOFTWARE TECH 728K $80M $110
    ANSYS, Inc. 347K $77M $221
    Cognex Corporation 1.2M $57M $49
    IPG Photonics Corporation 393K $53M $136
    VeriSign, Inc. 273K $51M $189
    MSCI Inc. 200K $44M $218
    A. O. Smith Corporation 849K $40M $48
    Paycom Software, Inc. 171K $36M $209
    Marriott International, Inc. 211K $26M $124
    Church & Dwight Co., Inc. 203K $15M $75
    MercadoLibre, Inc. 24K $13M $551

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