- Portfolio
- Activity
Terry Smith Holdings Activity
Fundsmith Portfolio 13F
Fundsmith has disclosed a total of 27 changes to the portfolio in the latest (2024 Q4) SEC report(s): bought 2 totally new, decreased the number of shares of 21 and completely sold out 4 position(s).
What stocks is Terry Smith buying now?
In the recent quarter Terry Smith has purchased 2 securities: (MEDP) MEDPACE HOLDINGS INC (new buy) and (DOCS) DOXIMITY INC-CLASS A (new buy).
What does Terry Smith invest in?
Terry Smith's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (11.39%), (MSFT) MICROSOFT CORP (11.12%), (SYK) STRYKER CORP (8.19%), (ADP) AUTOMATIC DATA PROCESSING (6.26%) and (V) VISA INC-CLASS A SHARES (6.23%).
In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -6.36%), (MSFT) MICROSOFT CORP (reduced shares -10.34%), (SYK) STRYKER CORP (reduced shares -0.05%), (ADP) AUTOMATIC DATA PROCESSING (reduced shares -10.02%) and (V) VISA INC-CLASS A SHARES (reduced shares -16.66%).
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.