Terry Smith / Tom Armstrong
@Fundsmith Investment Services Ltd.
Latest period2024 - Q3ReportedManaged Assets$8.04BTotal holdings28
Assets growth rate3.75%Assets growth rate (2-Q avg)3.38%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Fundsmith Investment Services Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 28 positions.
Assets under management
The assets under management (AUM) of Fundsmith Investment Services Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.04B in assets, with a quarterly growth rate of 3.75% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Terry Smith, Tom Armstrong, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SYKStryker Corp
| 8.49% | $682.354M 1.889M shares@ $361.26 avg price | Increased 0.24% |
VVisa Inc Class A Shares
| 6.22% | $500.022M 1.819M shares@ $274.95 avg price | Increased 0.21% |
WATWaters Corp
| 5.5% | $442.077M 1.228M shares@ $359.9 avg price | Increased 0.07% |
IDXXIdexx Laboratories Inc
| 5.44% | $437.019M 865,008 shares@ $505.23 avg price | Increased 0.22% |
MTDMettler Toledo Ord
| 4.85% | $389.825M 259,935 shares@ $1499.71 avg price | Increased 0.26% |
PGProcter & Gamble Ord
| 4.43% | $355.914M 2.055M shares@ $173.2 avg price | Increased 1.46% |
MARMarriott International Cl A
| 4.41% | $354.556M 1.426M shares@ $248.6 avg price | Increased 0.29% |
GOOGLAlphabet Cl A Ord
| 4.15% | $333.231M 2.009M shares@ $165.86 avg price | Increased 0.27% |
CHDChurch And Dwight Ord
| 3.81% | $305.807M 2.92M shares@ $104.73 avg price | Increased 0.08% |
FTNTFortinet Ord
| 2.46% | $197.724M 2.55M shares@ $77.56 avg price | Increased 1.63% |