Terry Smith / Portfolio / 2019-Q4

    Company Shares Market value Share price
    Microsoft Corporation 12M $1.9B $158
    PayPal Holdings, Inc. 15M $1.6B $108
    Philip Morris International Inc. 17M $1.4B $85
    The Estée Lauder Companies Inc. 6.9M $1.4B $207
    Meta Platforms, Inc. 6.6M $1.4B $205
    Stryker Corporation 6.1M $1.3B $210
    McCormick & Company, Incorporated 7.4M $1.3B $170
    Intuit Inc. 4.7M $1.2B $262
    Visa Inc. 6.4M $1.2B $188
    IDEXX Laboratories, Inc. 4.6M $1.2B $261
    Waters Corporation 5.1M $1.2B $234
    PepsiCo, Inc. 8.5M $1.2B $137
    Automatic Data Processing, Inc. 6.5M $1.1B $171
    Becton, Dickinson and Company 3.8M $1B $272
    Johnson & Johnson 6.1M $884M $146
    Brown-Forman Corporation 9.6M $651M $68
    The Clorox Company 1.7M $258M $154
    Verisk Analytics, Inc. 622K $93M $149
    Equifax Inc. 654K $92M $140
    Sabre Corporation 4.1M $91M $22
    Masimo Corporation 575K $91M $158
    ANSYS, Inc. 347K $89M $257
    CHECK POINT SOFTWARE TECH 802K $89M $111
    IPG Photonics Corporation 460K $67M $145
    Cognex Corporation 1.2M $65M $56
    A. O. Smith Corporation 1.2M $56M $48
    VeriSign, Inc. 273K $53M $193
    MSCI Inc. 200K $52M $258
    Paycom Software, Inc. 171K $45M $265
    Marriott International, Inc. 172K $26M $151
    MercadoLibre, Inc. 35K $20M $572

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