- Portfolio
- Activity
Terry Smith Holdings Activity
Fundsmith Portfolio 13F
Fundsmith has disclosed a total of 42 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 29, bought 4 totally new, decreased the number of shares of 8 and completely sold out 1 position(s).
What stocks is Terry Smith buying now?
In the recent quarter Terry Smith has bought 33 securities out of which top 5 purchases (by % change to portfolio) are (OTIS) OTIS WORLDWIDE CORP (new buy), (AAPL) APPLE INC (new buy), (MTD) METTLER-TOLEDO INTERNATIONAL (added shares +3.89%), (IEX) IDEX CORP (new buy) and (ADP) AUTOMATIC DATA PROCESSING (added shares +0.11%).
What does Terry Smith invest in?
Terry Smith's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (10.26%), (PM) PHILIP MORRIS INTERNATIONAL (6.5%), (EL) ESTEE LAUDER COMPANIES-CL A (6.1%), (ADP) AUTOMATIC DATA PROCESSING (5.98%) and (IDXX) IDEXX LABORATORIES INC (5.6%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -7.34%), (PM) PHILIP MORRIS INTERNATIONAL (added shares +0.06%), (EL) ESTEE LAUDER COMPANIES-CL A (added shares +0.08%), (ADP) AUTOMATIC DATA PROCESSING (added shares +0.11%) and (IDXX) IDEXX LABORATORIES INC (added shares +0.05%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.