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
$7.39B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$23.8M
3 +$11.6M
4
WAT icon
Waters Corp
WAT
+$1.7M
5
MTD icon
Mettler-Toledo International
MTD
+$1.17M

Top Sells

1 +$112M
2 +$96.9M
3 +$78.7M
4
META icon
Meta Platforms (Facebook)
META
+$77.4M
5
SYK icon
Stryker
SYK
+$61.1M

Sector Composition

1 Healthcare 26.62%
2 Technology 24.76%
3 Communication Services 16.2%
4 Consumer Staples 14.88%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.31M 0.13%
16,576
-6,901
27
-2,855,440