| 股票 | |||
|---|---|---|---|
| SYK史赛克 | +5.3% | ≥4 季 | |
| —Sigma Aldrich | +172.7% | ≥4 季 | |
| MCD麦当劳 | +3.6% | ≥4 季 | |
| DPSDR Pepper Snapple | +6.0% | ≥4 季 | |
| BDXBD 医疗 | +22.0% | ≥4 季 | |
| DPZ达美乐 | 不变 | ≥4 季 | |
| PEP百事 | +30.9% | ≥4 季 | |
| ADPADP | +11.6% | ≥4 季 | |
| PM菲利普莫里斯 | +25.0% | ≥4 季 | |
| MMM3M | 不变 | ≥4 季 | |
| JNJ强生 | +10.8% | ≥4 季 | |
| PG宝洁 | +8.6% | ≥4 季 | |
| VVisa | +49.1% | ≥4 季 | |
| CHHChoice Hotels International | -38.3% | ≥4 季 | |
| CL高露洁 | -39.8% | ≥4 季 |
点表头可排序。「≥」表示从这位投资人第一份 13F 起就持有，实际时间可能更久。
2024 年史赛克第五次进入 Fundsmith 业绩贡献前五，受益于疫情期间积压的择期手术陆续完成。特里·史密斯借此重复他们的信条：赚钱要靠老朋友。
Stryker, which is making its 5th appearance, is benefitting from work on the backlog of elective surgical procedures which built up during the pandemic.