Terry Smith's Portfolio Focuses on Healthcare and Technology Stocks
Terry Smith's portfolio highlights significant investments in Healthcare, Communication Services, and Technology sectors. The investor has allocated a substantial percentage to key companies like SYK, IDXX, GOOGL, MSFT, and WAT.
Terry Smith's Investment Strategy: Focus on Key Sectors
As of 2025-09-30, Terry Smith's portfolio demonstrates a strategic focus on major sectors within the financial landscape. The investor has allocated approximately 8.57% to Healthcare, with SYK STRYKER CORPORATION leading as the largest holding valued at $1,697,263,283.
- Sportsmen's Healthcare Plays: SYK and IDXX are among the top holdings in the Healthcare sector, collectively contributing around 17.0% to the portfolio. SYK leads with a significant $1.69 billion investment.
- Technology Dominance: MSFT MICROSOFT CORP holds the largest allocation at 6.76%, valued at $1,338,055,974. This reflects a notable focus on the Technology sector.
- Communication Services Presence: GOOGL ALPHABET INC is the sole holding in this sector, contributing approximately 7.72% with a value of $1,528,941,471.
Notable changes from prior periods include significant decreases in MSFT and PM, while GOOGL shows a slight increase. The investor's strategy appears to be centered on established and growing sectors, with a particular emphasis on Healthcare and Technology.
Key Observations:
- The portfolio exhibits a high concentration in the Healthcare sector, with three major holdings contributing over 17% combined.
- Technology remains a dominant area, with MSFT being the largest single holding.
- Healthcare and Communication Services are balanced, reflecting diversification across critical sectors.
Terry Smith's portfolio strategy suggests a focus on stability and growth within well-established industries. The allocation to Healthcare and Technology indicates confidence in these sectors' long-term potential.