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

Top Buys

1 +$50.6M
2 +$18.8M
3 +$9.08M
4
MTD icon
Mettler-Toledo International
MTD
+$7.69M
5
SYK icon
Stryker
SYK
+$2.35M

Top Sells

1 +$97.2M
2 +$94.9M
3 +$17.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14M
5
PM icon
Philip Morris
PM
+$6.28M

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