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
$6.92B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$47.8M
2 +$18.8M
3 +$7.62M
4
MTD icon
Mettler-Toledo International
MTD
+$6.86M
5
SYK icon
Stryker
SYK
+$2.2M

Top Sells

1 +$92M
2 +$80.3M
3 +$16.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.5M
5
PM icon
Philip Morris
PM
+$6.15M

Sector Composition

1 Consumer Staples 25.89%
2 Healthcare 24.2%
3 Technology 21.38%
4 Communication Services 11.51%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.94M 0.13%
20,958
+2,374