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LONDON, X0 · CIK 0001569205
Portfolio Value
$2.17B
Positions
17
New
1
Increased
10
Decreased
2
Sold Out
0
Fundsmith LLP (LONDON, X0) reported a portfolio value of $2.17B across 17 positions in their Q2 2014 SEC 13F filing (period ending 2014-06-30). The top 10 positions account for 79.5% of the portfolio.
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MCDMICROSOFT | $219.19M | 10.12% | +22.5% |
| 2 | SYKSTRYKER CORP | $207.38M | 9.57% | +10.5% |
| 3 | AAPLDR PEPPER SNAPPLE GROUP INC | $196.05M | 9.05% | +4.0% |
| 4 | DR PEPPER SNAPPLE GROUP INC | $196.05M | 9.05% | +4.0% |
| 5 | BDXBECTON DICKINSON & CO | $168.55M | 7.78% | -0.7% |
| 6 | PEPPEPSICO INC | $168.54M | 7.78% | +17.2% |
| 7 | DPZDOMINOS PIZZA INC | $156.02M | 7.20% | - |
| 8 | PMPHILIP MORRIS INTL INC | $150.42M | 6.94% | +27.6% |
| 9 | JNJJOHNSON & JOHNSON | $136.36M | 6.29% | +13.1% |
| 10 | ADPAUTOMATIC DATA PROCESSING INC | $124.59M | 5.75% | - |
| Stock | Value | Shares |
|---|---|---|
| EBAYEBAY INC | $59.59M | 1,190,275 |
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