Fundsmith LLP
LONDON, X0 · CIK 0001569205
Portfolio Value: $8.61B
Positions: 18
Period: 2017-03-31
Filed: 2017-05-05
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Portfolio Value
$8.61B
Positions
18
New
0
Increased
15
Decreased
3
Sold Out
8
Fundsmith LLP Q1 2017 13F Filing Summary
Fundsmith LLP (LONDON, X0) reported a portfolio value of $8.61B across 18 positions in their Q1 2017 SEC 13F filing (period ending 2017-03-31). Top holdings include IEX ($692.68M), SYK ($681.35M), MSFT ($671.91M). The top 10 positions account for 69.7% of the portfolio. This quarter saw 15 increases, 3 reductions, 8 complete exits. Notable exits: ORCL, DNKN, PG.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | IEXIDEXX LABS INC COM | $692.68M | 8.05% | +0.1% |
| 2 | SYKSTRYKER CORP COM | $681.35M | 7.92% | +4.6% |
| 3 | MSFTMICROSOFT CORP COM | $671.91M | 7.81% | -0.0% |
| 4 | BARD C R INC COM | $634.00M | 7.37% | +2.1% |
| 5 | PEPPEPSICO INC COM | $600.71M | 6.98% | +7.6% |
| 6 | PMPHILIP MORRIS INTL INC COM | $582.77M | 6.77% | +0.2% |
| 7 | PYPLPAYPAL HLDGS INC COM | $566.20M | 6.58% | +4.5% |
| 8 | WATWATERS CORP COM | $536.54M | 6.23% | +11.3% |
| 9 | AAPLDR PEPPER SNAPPLE GROUP INC COM | $521.82M | 6.06% | +0.5% |
| 10 | JNJJOHNSON & JOHNSON COM | $511.16M | 5.94% | +0.0% |
| 11 | BEKESMUCKER J M CO COM NEW | $473.80M | 5.50% | -0.2% |
| 12 | VVISA INC COM CL A | $440.32M | 5.12% | +0.0% |
| 13 | BDXBECTON DICKINSON & CO COM | $421.29M | 4.89% | +3.2% |
| 14 | ADPAUTOMATIC DATA PROCESSING IN COM | $410.72M | 4.77% | +3.4% |
| 15 | MMM3M CO COM | $373.93M | 4.34% | -0.3% |
| 16 | ELLAUDER ESTEE COS INC CL A | $316.01M | 3.67% | +3.8% |
| 17 | CLCOLGATE PALMOLIVE CO COM | $154.58M | 1.80% | +10.3% |
| 18 | MARMARRIOTT INTL INC NEW CL A | $17.39M | 0.20% | +4.7% |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
IEXIDEXX LABS INC | $692.68M | 4,480,207 | +0.1% |
SYKSTRYKER CORP | $681.35M | 5,175,453 | +4.6% |
BARD C R INC | $634.00M | 2,553,141 | +2.1% |
PEPPEPSICO INC | $600.71M | 5,370,205 | +7.6% |
PMPHILIP MORRIS INTL INC | $582.77M | 5,161,806 | +0.2% |
PYPLPAYPAL HLDGS INC | $566.20M | 13,161,285 | +4.5% |
WATWATERS CORP | $536.54M | 3,432,535 | +11.3% |
AAPLDR PEPPER SNAPPLE GROUP INC | $521.82M | 5,329,086 | +0.5% |
JNJJOHNSON & JOHNSON | $511.16M | 4,104,073 | +0.0% |
VVISA INC | $440.32M | 4,954,693 | +0.0% |
BDXBECTON DICKINSON & CO | $421.29M | 2,296,613 | +3.2% |
ADPAUTOMATIC DATA PROCESSING IN | $410.72M | 4,011,368 | +3.4% |
ELLAUDER ESTEE COS INC | $316.01M | 3,727,020 | +3.8% |
CLCOLGATE PALMOLIVE CO | $154.58M | 2,123,477 | +10.3% |
MARMARRIOTT INTL INC NEW | $17.39M | 184,690 | +4.7% |