FIS

Fundsmith Investment Services Portfolio holdings

AUM $7.39B
1-Year Est. Return 23.18%
This Quarter Est. Return
1 Year Est. Return
+23.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$68.7K
2 +$16.2K
3 +$13.2K
4
HD icon
Home Depot
HD
+$11.5K
5
SYK icon
Stryker
SYK
+$10K

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.92%
2 Consumer Discretionary 21.62%
3 Healthcare 17.9%
4 Industrials 12.32%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.55M 2.16%
14,024
+14
27
$3.27M 1.99%
9,953
+35
28
$2.79M 1.7%
12,536
+12
29
$2.77M 1.68%
7,976
+6