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
$7.52B
AUM Growth
+$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$47.1M
2 +$26.6M
3 +$21.3M
4
TSM icon
TSMC
TSM
+$20.4M
5
SYK icon
Stryker
SYK
+$7.03M

Top Sells

1 +$62.6M
2 +$59.7M
3 +$21.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$14.4M

Sector Composition

1 Healthcare 24.08%
2 Consumer Staples 23.62%
3 Technology 22.3%
4 Communication Services 13.52%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$10.9M 0.14%
22,614
+1,656
27
$9.26M 0.12%
32,848
+2,404
28
-91,630