FIS
Fundsmith Investment Services Portfolio holdings
AUM
$7.39B
1-Year Est. Return
23.18%
1 Year Est. Return
+23.18%
AUM
$7.39B
AUM Growth
+$300M
(+4.2%)
Holding
27
Top Buys
| 1 | +$52.6M | |
| 2 | +$23.5M | |
| 3 | +$13.6M | |
| 4 |
Waters Corp
WAT
|
+$1.73M |
| 5 |
Mettler-Toledo International
MTD
|
+$1.23M |
Top Sells
| 1 | +$118M | |
| 2 | +$96.9M | |
| 3 | +$92.5M | |
| 4 |
Microsoft
MSFT
|
+$90.1M |
| 5 |
Stryker
SYK
|
+$64.6M |
Sector Composition
| 1 | Healthcare | 26.62% |
| 2 | Technology | 24.76% |
| 3 | Communication Services | 16.2% |
| 4 | Consumer Staples | 14.88% |
| 5 | Consumer Discretionary | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mastercard
MA
$496B
| $9.31M | 0.13% |
16,576
-6,901
|
|
||
27
Brown-Forman Class B
BF.B
$12.9B
| – | – |
-2,855,440
|
|