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LONDON, X0 · CIK 0001569205
Portfolio Value
$3.18B
Positions
20
New
0
Increased
12
Decreased
2
Sold Out
1
Fundsmith LLP (LONDON, X0) reported a portfolio value of $3.18B across 20 positions in their Q2 2015 SEC 13F filing (period ending 2015-06-30). The top 10 positions account for 78.9% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | $317.60M | 10.00% | +0.1% |
| 2 | SYKSTRYKER CORP | $264.10M | 8.31% | +2.5% |
| 3 | EBAYEBAY INC | $257.17M | 8.09% | +7.4% |
| 4 | AAPLDR PEPPER SNAPPLE GROUP INC | $256.21M | 8.06% | - |
| 5 | DR PEPPER SNAPPLE GROUP INC | $256.21M | 8.06% | - |
| 6 | PEPPEPSICO INC | $239.90M | 7.55% | +18.4% |
| 7 | PMPHILIP MORRIS INTL INC | $238.86M | 7.52% | +1.3% |
| 8 | BDXBECTON DICKINSON & CO | $233.99M | 7.36% | -7.8% |
| 9 | JNJJOHNSON & JOHNSON | $225.41M | 7.09% | +21.6% |
| 10 | BCRUSDBARD C R INC | $216.22M | 6.81% | +9.8% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MSFTMICROSOFT CORP | $317.60M | 7,193,620 | +0.1% |
| SYKSTRYKER CORP | $264.10M | 2,763,395 | +2.5% |
| EBAYEBAY INC | $257.17M | 4,269,126 | +7.4% |
| PEPPEPSICO INC | $239.90M | 2,570,158 | +18.4% |
| PMPHILIP MORRIS INTL INC | $238.86M | 2,979,388 | +1.3% |
| JNJJOHNSON & JOHNSON | $225.41M | 2,312,869 | +21.6% |
| BCRUSDBARD C R INC | $216.22M | 1,268,364 | +9.8% |
| MMM3M CO | $191.48M | 1,240,946 | +34.8% |
| VVISA INC | $171.76M | 2,557,790 | +0.4% |
| CLCOLGATE PALMOLIVE CO | $81.64M | 1,248,194 | +15.4% |
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