Fundsmith LLP
Institutional investor · Portfolio as of Q4 2019
Top Holdings31 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.2M | $1.9B | 9.1% | $94.23 | +58.80% | 5 qtrssince 2018-Q4 | Increased 63 |
PAYPAL HOLDINGS INC | 15.2M | $1.6B | 7.8% | $83.37 | +29.20% | 5 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 16.9M | $1.4B | 6.8% | $49.45 | +27.67% | 5 qtrssince 2018-Q4 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 6.9M | $1.4B | 6.7% | $121.75 | +56.70% | 5 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 6.6M | $1.4B | 6.4% | $135.68 | +49.60% | 5 qtrssince 2018-Q4 | Increased 64 |
STRYKER CORP | 6.1M | $1.3B | 6.0% | $148.31 | +32.03% | 5 qtrssince 2018-Q4 | Increased 64 |
MCCORMICK & CO-NON VTG SHRS | 7.4M | $1.3B | 5.9% | $64.94 | +16.61% | 5 qtrssince 2018-Q4 | Increased 64 |
INTUIT INC | 4.7M | $1.2B | 5.9% | $190.83 | +32.23% | 5 qtrssince 2018-Q4 | Increased 64 |
VISA INC-CLASS A SHARES | 6.4M | $1.2B | 5.7% | $129.14 | +38.63% | 5 qtrssince 2018-Q4 | Decreased 0 |
IDEXX LABORATORIES INC | 4.6M | $1.2B | 5.7% | $188.43 | +38.83% | 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 | 6.5M | $1.1B | 5.2% | $113.96 | +30.96% | 5 qtrssince 2018-Q4 | Decreased 0 |
BECTON DICKINSON AND 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-CLASS B | 9.6M | $651M | 3.1% | $55.95 | +7.61% | 2 qtrssince 2019-Q3 | Increased 61 |
CLOROX COMPANY | 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: Momentum Trader. HoldingsIntel Rating: 2/5.0.
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