FIS
Fundsmith Investment Services Portfolio holdings
AUM
$5.47B
1-Year Est. Return
16.34%
This Fund
S&P 500
1 Year Est. Return
+16.34%
AUM
$5.47B
AUM Growth
-$951M
(-15%)
Holding
28
Top Buys
| 1 | +$23.9M | |
| 2 | +$4M | |
| 3 | +$178K | |
| 4 |
TJX Companies
TJX
|
+$171K |
| 5 |
Amazon
AMZN
|
+$164K |
Top Sells
| 1 | +$197M | |
| 2 | +$169M | |
| 3 | +$123M | |
| 4 |
Idexx Laboratories
IDXX
|
+$91.6M |
| 5 |
Stryker
SYK
|
+$89.8M |
Sector Composition
| 1 | Healthcare | 32.12% |
| 2 | Technology | 20.19% |
| 3 | Consumer Staples | 14.82% |
| 4 | Communication Services | 13.52% |
| 5 | Consumer Discretionary | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$3.64T
| $164K | ﹤0.01% |
+605
|
|
||
27
Coupang
CPNG
$34.8B
| – | – |
-634,547
|
|
||
28
IES Holdings
IESC
$8.73B
| – | – |
-33,400
|
|