Terry Smith - Fundsmith Investment Services Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 27 | |
| Portfolio Value | $7.09B |
Portfolio Overview
Comprehensive analysis of Terry Smith's investment portfolio
27
Total Holdings
$7.1B
Portfolio Value
Healthcare
Top Sector
7
Sectors
Investment Strategy Insights
- • Terry Smith maintains a diversified portfolio across 7 sectors
- • Top 5 holdings represent 43.8% of the portfolio
- • Largest position: META PLATFORMS INC (META) at 10.3%
Trends by sector
Investment Adjustments from Previous Filing
Fundsmith Investment Services Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| META META PLATFORMS INC | 10.32% | $731,144,936 |
| SYK STRYKER CORPORATION | 9.42% | $667,729,766 |
| MSFT MICROSOFT CORP | 9.38% | $664,842,343 |
| PM PHILIP MORRIS INTL INC | 7.71% | $546,093,898 |
| V VISA INC | 6.96% | $493,221,633 |
| ADP AUTOMATIC DATA PROCESSING IN | 6.69% | $473,943,941 |
| WAT WATERS CORP | 6.32% | $448,119,937 |
| IDXX IDEXX LABS INC | 5.06% | $358,788,062 |
| MAR MARRIOTT INTL INC NEW | 5.05% | $357,589,651 |
| PG PROCTER AND GAMBLE CO | 4.69% | $332,595,762 |
| CHD CHURCH & DWIGHT CO INC | 4.51% | $319,731,304 |
| GOOGL ALPHABET INC | 4.38% | $310,143,664 |
| MTD METTLER TOLEDO INTERNATIONAL | 4.32% | $306,452,050 |
| FTNT FORTINET INC | 3.46% | $245,011,541 |
| OTIS OTIS WORLDWIDE CORP | 2.51% | $178,053,643 |
| TXN TEXAS INSTRS INC | 2.38% | $168,298,215 |
| NKE NIKE INC | 2.07% | $146,628,516 |
| ZTS ZOETIS INC | 1.68% | $118,778,839 |
| BF-B BROWN FORMAN CORP | 1.37% | $96,913,634 |
| INTU INTUIT | 0.41% | $29,036,815 |
| FCNCA FIRST CTZNS BANCSHARES INC N | 0.27% | $19,225,370 |
| HD HOME DEPOT INC | 0.24% | $16,815,294 |
| WM WASTE MGMT INC DEL | 0.23% | $16,315,667 |
| CPNG COUPANG INC | 0.20% | $13,915,616 |
| MA MASTERCARD INCORPORATED | 0.18% | $12,868,213 |
| SHOP SHOPIFY INC | 0.12% | $8,419,140 |
| IESC IES HLDGS INC | 0.08% | $5,514,674 |