Terry Smith Stock Portfolio | The English Warren Buffett

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영국 Fundsmith 펀드 포트폴리오의 상위 20개 종목을 소개하는 영상. 시가총액과 비중(예: Microsoft 12.5%, Meta 7.41%, Visa 6.25%)을 나열하며 각 기업의 사업 모델을 설명. 예측이나 매매 권유 발언은 없고 보유 종목 소개 중심.

다듬은 글

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01. Terry Smith's portfolio the portfolio contains 40 positions since the last 20 are less than 1% of the portfolio I will focus on the top 20 positions starting with the smallest one position 20 Apple Inc is 1.08% of the portfolio apple is an American company with a market cap of $ 2.73 trillion us it designs develops and sells consumer electronic computer software and online services position 19 40 net Inc is 1.8% of the portfolio 4et is an American company with a market cap of 50 billion US doar it is a cyber security company the company develops and sells Security Solutions like firewalls endpoint security and intrusion detection systems position 18 otus worldwide Corp is 2.41% of the portfolio Otis is an American company with a market cap of $39 billion US it develops manufacturers and markets elevators escalators moving walkways and related equipment position 17 Brown Forman Corp is 2.79% of the portfolio Brown Foreman is an American company with a market cap of4 billion US it manufactures several very well-known Brands throughout the world including Jack Daniels or forcer Woodford Reserve and Glenn rones position 16 metla Toledo International Inc is 2.88% of the portfolio metla is an American American company with a market cap of27 billion US it is a manufacturer of scales and analytical instruments it is the largest provider of weighing instruments for use in laboratory industrial and food retailing applications the company also provides various analytical instruments process analytics instruments and end offline inspection systems position 15 church and white is 2.88% of the portfolio chers and Dwight is an American company with a market cap of 25 billion US it is a consumer goods company focusing on Personal Care households products and speciality products position 14 Proctor and Gamble is 2.97% of the portfolio Proctor and Gamble is an American company with a market cap of $365 billion US it specializes in a wide range of in personal health consumer health personal care and hygiene products position 13 Nike Inc is 3.04% of the portfolio Nike is an American company with a market cap of 40 billion US it is an athletic footwear and apparel Corporation it is the world's largest supplier of athletic shoes and apparel and a major manufacturer of sports equipment position 12 alphabet Inc is 4.1% 8 position 11 marot in is 4.15% of the portfolio marot is an American company with the market market cap of $74 billion US it operates franchises and licenses lodging brands that includes Hotel residential and time share properties position 10 mccormic and Co is 4.32% of the portfolio m coric is an American company with a market cap of1 19 billion US it is a food company that man manufactures markets and distributes spices seasoning mixes condiments and other flavoring products to retail outlets food man manufacturers and Food Service businesses position nine Pepsi Co Inc is 4.71% of the portfolio PepsiCo is an American company with a market cap of $230 billion US it oversees the manufacturing distribution and marketing of its products like Pepsi Cola and other products position eight Waters Corp is 5.24% of the portfolio Waters Corp is an American company with a market cap of $1 19 billion US it is an analytical laboratory instrument and software company position seven automatic data processing Inc is 5.67% of the portfolio automatic data processing is an American company with a market cap of $11 billion US it is a provider of Human Resources management software and services position 6 Philip Morris is 5.92% of the portfolio Philip Morris is an American company with a market cap of 138 billion US it is a tobacco Manufacturing Company position five Visa Inc is 6.25 % of the portfolio Visa is an American company with a market cap of $553 billion US it facilitates electronic funds transfers throughout the world most commonly through Visa branded credit cards debit cards and prepaid cards position four idex laboratory is 6.34% of the portfolio idex is an American company with a market cap of $41 billion US this engages the development manufacturer and distribution of products and services for the companion and Veterinary livestock and poultry water testing and dairy markets position three Striker cor 6.91% of the portfolio Striker is an American company with a market cap of$ 131 billion US Striker products include implants used in joints replacement and Trauma surgeries surgical equipment and surgical navigation systems endoscopic and communication system patient handling and emergency medical equipment as well as other medical devices using in a variety of medical specialities position two meta platforms is 7.41% of the portfolio meta is an American company with a market cap of $1.32 trillion us the company owns and operates Facebook Instagram threads and WhatsApp among other products and services position one Microsoft cor is 12.5% of the portfolio Microsoft is an American company with a market cap of $3.14 trillion us Microsoft best known software products are the windows line of operating systems so Microsoft 365 suit of productivity applications and the edge web browser for more videos thanks for watching