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Investor Presentaiton

Public Companies - Capital Portfolio Top holdings as at 30 September 2023 CALEDONIA INVESTMENTS Value 3 years 5 years 10 years First 30 Sep Annualised Returns 9.3% 11.9% 11.1% Top Holdings (£m) Invested 2023 Microsoft 2014 72.3 Oracle 2014 69.8 Sector Distribution Watsco* 2017 54.9 Charter Communications 2017 46.4 Thermo Fisher 2015 41.6 Texas Instruments* 2018 40.3 Hill & Smith 2012 40.2 Philip Morris* 2021 33.7 ■Information Technology 29% Industrials 18% Materials 16% ■Healthcare 11% ■Consumer Staples 9% ■Communication Services 7% ■Financials 7% ■Consumer Discretionary 3% Becton Dickinson 2015 30.9 Fastenal* 2020 28.8 Geographic Distribution Spirax Sarco 2012 27.6 Moody's Corporation 2022 27.5 Other investments 120.6 Total 634.6 0 ■North America 73% ■UK 21% ■Europe 3% ■ Asia 3% Half-year results 2023 * Also held in Income portfolio 32
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