- Portfolio
- Activity
Terry Smith Holdings Activity
Fundsmith Portfolio 13F
Fundsmith has disclosed a total of 31 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 11, bought 1 totally new, decreased the number of shares of 17 and completely sold out 2 position(s).
What stocks is Terry Smith buying now?
In the recent quarter Terry Smith has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (PG) PROCTER & GAMBLE CO/THE (added shares +182.51%), (EXPO) EXPONENT INC (new buy), (GGG) GRACO INC (added shares +125.17%), (V) VISA INC-CLASS A SHARES (added shares +2.63%) and (WAT) WATERS CORP (added shares +3%).
What does Terry Smith invest in?
Terry Smith's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (12.88%), (SYK) STRYKER CORP (7.06%), (META) META PLATFORMS INC-CLASS A (6.81%), (PM) PHILIP MORRIS INTERNATIONAL (6.47%) and (IDXX) IDEXX LABORATORIES INC (6.24%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -0.2%), (SYK) STRYKER CORP (added shares +0.24%), (META) META PLATFORMS INC-CLASS A (reduced shares -0.2%), (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -4.12%) and (IDXX) IDEXX LABORATORIES INC (added shares +0.25%).
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.