Terry Smith Holdings Activity
Fundsmith Portfolio 13F
Fundsmith has disclosed a total of 40 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 24, decreased the number of shares of 15 and completely sold out 1 position(s).
What stocks is Terry Smith buying now?
In the recent quarter Terry Smith has bought 24 securities out of which top 5 purchases (by % change to portfolio) are (MTD) METTLER-TOLEDO INTERNATIONAL (added shares +30.99%), (ADBE) ADOBE INC (added shares +9.65%), (SYK) STRYKER CORP (added shares +3.48%), (EL) ESTEE LAUDER COMPANIES-CL A (added shares +2.7%) and (BF.B) BROWN-FORMAN CORP-CLASS B (added shares +3.64%).
What does Terry Smith invest in?
Terry Smith's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (11.36%), (PM) PHILIP MORRIS INTERNATIONAL (7.18%), (EL) ESTEE LAUDER COMPANIES-CL A (6.69%), (MKC) MCCORMICK & CO-NON VTG SHRS (5.69%) 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 (added shares +0.02%), (PM) PHILIP MORRIS INTERNATIONAL (added shares +0.13%), (EL) ESTEE LAUDER COMPANIES-CL A (added shares +2.7%), (MKC) MCCORMICK & CO-NON VTG SHRS (added shares +0.04%) and (IDXX) IDEXX LABORATORIES INC (added shares +0.02%).
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.