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
$184M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$998K
3 +$19.7K
4
APH icon
Amphenol
APH
+$18.4K
5
OTIS icon
Otis Worldwide
OTIS
+$14.9K

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.92%
2 Consumer Discretionary 21.28%
3 Healthcare 17.83%
4 Industrials 11.99%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.14M 2.25%
9,981
+28
27
$4.11M 2.23%
14,038
+14
28
$3.87M 2.1%
10,780
+2,804
29
$3.71M 2.02%
17,140
+4,604