Terry Smith / Tom Armstrong

@Fundsmith Investment Services Ltd.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$8.04B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
OTISOtis Worldwide Ord Recent Activity Increased 0.32%	2.31%	$185.163M 1.781M shares@ $103.95 avg price	Increased 0.32%
AAPLApple Recent Activity Increased 0.93%	1.75%	$140.009M 600,898 shares@ $233.0 avg price	Increased 0.93%
TXNTexas Instruments Inc Recent Activity Increased 15.19%	1.25%	$100.368M 485,878 shares@ $206.57 avg price	Increased 15.19%
HDHome Depot Ord Recent Activity Increased 5.75%	0.29%	$22.909M 56,537 shares@ $405.2 avg price	Increased 5.75%
ZTSZoetis Cl A Ord Recent Activity Increased 5.75%	0.22%	$17.242M 88,250 shares@ $195.38 avg price	Increased 5.75%
MAMastercard Cl A Ord Recent Activity Increased 5.75%	0.16%	$12.275M 24,858 shares@ $493.8 avg price	Increased 5.75%
MCDMcdonald S Ord Recent Activity Increased 5.75%	0.14%	$10.995M 36,108 shares@ $304.51 avg price	Increased 5.75%