FIS

Fundsmith Investment Services Portfolio holdings

AUM $5.47B
1-Year Est. Return 16.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$8.03M
2 +$7.59M
3 +$6.85M
4
OTIS icon
Otis Worldwide
OTIS
+$6.74M
5
ROST icon
Ross Stores
ROST
+$6.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.14%
2 Consumer Discretionary 22.84%
3 Healthcare 16.72%
4 Industrials 12.48%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.36M 2.08%
+14,010
27
$3.16M 1.96%
+9,918
28
$2.93M 1.82%
+12,524
29
$2.91M 1.81%
+7,970