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
$8.04B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$5.09M
3 +$3.17M
4
SYK icon
Stryker
SYK
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.29M

Top Sells

1 +$175M
2 +$97.7M
3 +$34.9M
4
MSFT icon
Microsoft
MSFT
+$26.8M
5
PEP icon
PepsiCo
PEP
+$1.32M

Sector Composition

1 Healthcare 24.48%
2 Technology 23.96%
3 Consumer Staples 19.77%
4 Communication Services 15.51%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$11M 0.14%
36,108
+1,963
27
$10.4M 0.13%
85,880
28
$7.02M 0.09%
85,247
-2,125,681