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
$5.78B
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$103M
2 +$35.9M

Top Sells

1 +$9.14M
2 +$926K
3 +$895K
4
MSFT icon
Microsoft
MSFT
+$816K
5
HD icon
Home Depot
HD
+$813K

Sector Composition

1 Consumer Staples 31.87%
2 Technology 25.49%
3 Healthcare 19.61%
4 Financials 8.1%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.29M 0.11%
42,398
-4,448