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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
MSFTMicrosoft Corp
Recent Activity
Decreased -2.75%
11.74%
$943.713M
2.193M shares@ $430.3 avg price
METAMeta Platforms Inc-class A
Recent Activity
11.37%
$913.742M
1.596M shares@ $572.45 avg price
SYKStryker Corp
Recent Activity
Increased 0.24%
8.49%
$682.354M
1.889M shares@ $361.26 avg price
ADPAutomatic Data Processing
Recent Activity
Decreased -0.03%
6.32%
$507.716M
1.835M shares@ $276.74 avg price
VVisa Inc Class A Shares
Recent Activity
Increased 0.21%
6.22%
$500.022M
1.819M shares@ $274.95 avg price
PMPhilip Morris International
Recent Activity
Decreased -17.4%
5.77%
$463.724M
3.82M shares@ $121.4 avg price
WATWaters Corp
Recent Activity
Increased 0.07%
5.5%
$442.077M
1.228M shares@ $359.9 avg price
IDXXIdexx Laboratories Inc
Recent Activity
Increased 0.22%
5.44%
$437.019M
865,008 shares@ $505.23 avg price
MTDMettler Toledo Ord
Recent Activity
Increased 0.26%
4.85%
$389.825M
259,935 shares@ $1499.71 avg price
PGProcter & Gamble Ord
Recent Activity
Increased 1.46%
4.43%
$355.914M
2.055M shares@ $173.2 avg price