- Portfolio
- Activity
Terry Smith Holdings Activity
Fundsmith Portfolio 13F
Fundsmith has disclosed a total of 42 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 8, bought 2 totally new, decreased the number of shares of 30 and completely sold out 2 position(s).
What stocks is Terry Smith buying now?
In the recent quarter Terry Smith has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (TXN) TEXAS INSTRUMENTS INC (new buy), (CHH) CHOICE HOTELS INTL INC (new buy), (FTNT) FORTINET INC (added shares +11.5%), (MTD) METTLER-TOLEDO INTERNATIONAL (added shares +7.49%) and (AAPL) APPLE INC (added shares +19.7%).
What does Terry Smith invest in?
Terry Smith's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (12.54%), (META) META PLATFORMS INC-CLASS A (9.44%), (SYK) STRYKER CORP (7.67%), (V) VISA INC-CLASS A SHARES (6.22%) and (IDXX) IDEXX LABORATORIES INC (5.74%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -4.1%), (META) META PLATFORMS INC-CLASS A (reduced shares -0.58%), (SYK) STRYKER CORP (reduced shares -0.61%), (V) VISA INC-CLASS A SHARES (reduced shares -0.84%) and (IDXX) IDEXX LABORATORIES INC (reduced shares -0.52%).
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.