Terry Smith - Fundsmith Investment Services Portfolio Allocation (Jun 30, 2025)
As of Jun 30, 2025, the Fundsmith Investment Services portfolio managed by Terry Smith was diversified across 7 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Healthcare sector represents the largest share at 26.6% of total portfolio value, followed by Healthcare and Technology and Communication Services. Together, the top three sectors account for 67.6% of the portfolio, reflecting Terry Smith's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Healthcare | 26.61% | |
| Technology | 24.77% | |
| Communication Services | 16.20% | |
| Consumer Defensive | 14.87% | |
| Consumer Cyclical | 8.20% | |
| Financial Services | 6.71% | |
| Industrials | 2.62% | |