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
$6.5B
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$69.4M
2 +$32.5M
3 +$29.9M
4
META icon
Meta Platforms (Facebook)
META
+$27.4M
5
WAT icon
Waters Corp
WAT
+$24M

Top Sells

1 +$233M

Sector Composition

1 Consumer Staples 33.67%
2 Healthcare 24.97%
3 Technology 18.78%
4 Communication Services 8.01%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-693,071