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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MARMarriott International Cl A
Recent Activity
Increased 0.29%
4.41%
$354.556M
1.426M shares@ $248.6 avg price
GOOGLAlphabet Cl A Ord
Recent Activity
Increased 0.27%
4.15%
$333.231M
2.009M shares@ $165.86 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.41%
3.91%
$314.321M
1.848M shares@ $170.05 avg price
CHDChurch And Dwight Ord
Recent Activity
Increased 0.08%
3.81%
$305.807M
2.92M shares@ $104.73 avg price
NKENike Inc Cl B
Recent Activity
2.54%
$204.093M
2.309M shares@ $88.4 avg price
FTNTFortinet Ord
Recent Activity
Increased 1.63%
2.46%
$197.724M
2.55M shares@ $77.56 avg price
OTISOtis Worldwide Ord
Recent Activity
Increased 0.32%
2.31%
$185.163M
1.781M shares@ $103.95 avg price
BF.BBrown Forman Corp Class B
Recent Activity
Decreased -19.66%
1.78%
$142.636M
2.899M shares@ $49.2 avg price
AAPLApple
Recent Activity
Increased 0.93%
1.75%
$140.009M
600,898 shares@ $233.0 avg price
TXNTexas Instruments Inc
Recent Activity
Increased 15.19%
1.25%
$100.368M
485,878 shares@ $206.57 avg price