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
$6.86B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$50.5M
3
+$32.5M
4
SYK icon
Stryker
SYK
+$31.6M
5
IDXX icon
Idexx Laboratories
IDXX
+$7.24M

Top Sells

1
+$186M
2
+$61.7M

Sector Composition

1 Consumer Staples 33.67%
2 Healthcare 24.04%
3 Technology 20.39%
4 Communication Services 9.77%
5 Financials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.44M 0.09%
+5,015
27
– –
-1,797,640
1
2