Fundsmith LLP
Founded by Terry Smith · Portfolio as of Q4 2019
Top Holdings31 positions
MICROSOFT CORP | 12.2M | $1.9B | 9.1% | $94.72 | +57.09% | 5 qtrssince 2018-Q4 | Increased 63 |
PAYPAL HLDGS INC | 15.2M | $1.6B | 7.8% | $83.37 | +29.20% | 5 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTL INC | 16.9M | $1.4B | 6.8% | $48.00 | +27.28% | 5 qtrssince 2018-Q4 | Decreased 0 |
LAUDER ESTEE COS INC | 6.9M | $1.4B | 6.7% | $121.75 | +56.70% | 5 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC | 6.6M | $1.4B | 6.4% | $133.41 | +52.39% | 5 qtrssince 2018-Q4 | Increased 64 |
STRYKER CORPORATION | 6.1M | $1.3B | 6.0% | $148.77 | +31.26% | 5 qtrssince 2018-Q4 | Increased 64 |
MCCORMICK & CO INC | 7.4M | $1.3B | 5.9% | $64.94 | +16.61% | 5 qtrssince 2018-Q4 | Increased 64 |
INTUIT | 4.7M | $1.2B | 5.9% | $190.83 | +32.23% | 5 qtrssince 2018-Q4 | Increased 64 |
VISA INC | 6.4M | $1.2B | 5.7% | $129.14 | +38.63% | 5 qtrssince 2018-Q4 | Decreased 0 |
IDEXX LABS INC | 4.6M | $1.2B | 5.7% | $188.55 | +38.49% | 5 qtrssince 2018-Q4 | Increased 63 |
WATERS CORP | 5.1M | $1.2B | 5.6% | $185.91 | +25.43% | 5 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 8.5M | $1.2B | 5.5% | $89.96 | +26.66% | 5 qtrssince 2018-Q4 | Increased 64 |
AUTOMATIC DATA PROCESSING IN | 6.5M | $1.1B | 5.2% | $112.96 | +29.91% | 5 qtrssince 2018-Q4 | Decreased 0 |
BECTON DICKINSON & CO | 3.8M | $1B | 4.9% | $153.57 | +22.99% | 5 qtrssince 2018-Q4 | Increased 59 |
JOHNSON & JOHNSON | 6.1M | $884.5M | 4.2% | $106.71 | +15.00% | 5 qtrssince 2018-Q4 | Increased 60 |
BROWN FORMAN CORP | 9.6M | $651M | 3.1% | $55.95 | +7.61% | 2 qtrssince 2019-Q3 | Increased 61 |
CLOROX CO DEL | 1.7M | $258.3M | 1.2% | $123.81 | 0.00% | 1 qtr | New 71 |
VERISK ANALYTICS INC | 621,663 | $92.8M | 0.4% | $112.53 | +26.20% | 5 qtrssince 2018-Q4 | Increased 42 |
EQUIFAX INC | 654,288 | $91.7M | 0.4% | $94.49 | +40.45% | 5 qtrssince 2018-Q4 | Increased 39 |
SABRE CORP | 4.1M | $91.3M | 0.4% | $20.72 | +5.57% | 5 qtrssince 2018-Q4 | Increased 41 |
Fundsmith LLP manages $21.2B across 31 positions as of Q4 2019. Top holdings: MSFT (9.1%), PYPL (7.8%), PM (6.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Added 1 new position, exited 1, increased 18, trimmed 6. Top move: CLX (NEW, conviction 71). Portfolio: $21.2B across 31 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR