Terry Smith Portfolio 2023 【Fundsmith】 – DATAROMA

Terry Smith Stock Holdings for Q1 from Latest 13F Filing

Terry Smith is at present situated in Mauritius, where he is the CEO of Fundsmith. He concentrated on history at University College Cardiff and proceeded to go to The Management College in Henley. Smith has amassed a lot of involvement with various jobs, including CEO of Collins Stewart and working at UBS Phillips and Drew. In 2010, he set up Fundsmith, where he runs the Fundsmith Equity reserve, a huge cap worldwide Terry Smith portfolio.

Portfolio Period: Q1 – 13F Filing of 2023

Terry Smith Portfolio Value: $23.17 Billion

Terry Smith Stock Holdings

Stock% PortfolioValueSharesChange
MSFT - Microsoft Corp11.24%$ 2.60B9.03M0.01% (+1.06k)
PM - Philip Morris Intl Inc6.91%$ 1.60B16.46M-0.07% (-12.22k)
SYK - Stryker Corporation6.77%$ 1.57B5.50M-1.94% (-108.73k)
IDXX - Idexx Labs Inc6.37%$ 1.48B2.95M-14.22% (-489.54k)
EL - Lauder Estee Cos Inc5.77%$ 1.34B5.43M-4.42% (-251.29k)
MKC - Mccormick & Co Inc5.56%$ 1.29B15.50M0.02% (+3.38k)
V - Visa Inc5.46%$ 1.27B5.61M0.02% (+1.27k)
ADP - Automatic Data Processing In5.32%$ 1.23B5.54M0.02% (+1.25k)
PEP - Pepsico Inc5.24%$ 1.21B6.66M0.02% (+1.42k)
META - Meta Platforms Inc5.18%$ 1.20B5.66M3.42% (+187.41k)
WAT - Waters Corp4.94%$ 1.15B3.70M0.24% (+8.67k)
MTD - Mettler Toledo International3.71%$ 859.07M561.41k0.09% (+514)
NKE - Nike Inc3.56%$ 824.91M6.73M0%
GOOGL - Alphabet Inc3.41%$ 791.27M7.63M0.02% (+1.89k)
BFB - Brown Forman Corp3.39%$ 786.02M12.23M0.69% (+83.25k)
CHD - Church & Dwight Co Inc3.22%$ 747.06M8.45M0.04% (+3.35k)
AMZN - Amazon Com Inc3.02%$ 700.08M6.78M0%
OTIS - Otis Worldwide Corp2.29%$ 530.17M6.28M0.02% (+998)
PG - Procter And Gamble Co1.10%$ 255.22M1.72M444.4% (+1.40M)
AAPL - Apple Inc0.95%$ 221.29M1.34M185.99% (+872.75k)
FTNT - Fortinet Inc0.66%$ 153.74M2.31M0%
VRSN - Verisign Inc0.62%$ 142.60M674.79k0%
MASI - Masimo Corp0.61%$ 141.05M764.32k0%
MSCI - Msci Inc0.51%$ 118.27M211.32k0%
IPGP - Ipg Photonics Corp0.45%$ 105.34M854.26k0%
CGNX - Cognex Corp0.44%$ 102.06M2.06M0%
VRSK - Verisk Analytics Inc0.44%$ 101.70M530.09k0%
EFX - Equifax Inc0.43%$ 100.47M495.30k0%
SABR - Sabre Corp0.42%$ 97.42M22.71M0%
QLYS - Qualys Inc0.37%$ 85.61M658.41k0%
ROL - Rollins Inc0.28%$ 64.78M1.73M0%
IEX - Idex Corp0.26%$ 60.93M263.74k0%
PAYC - Paycom Software Inc0.21%$ 48.95M161.01k0%
HD - Home Depot Inc0.20%$ 45.35M153.66k0.59% (+897)
JNJ - Johnson & Johnson0.19%$ 43.01M277.46k0.6% (+1.67k)
GGG - Graco Inc0.17%$ 39.86M545.91kNEW (+545.91k)
ZTS - Zoetis Inc0.16%$ 37.50M225.31k0.6% (+1.35k)
MAR - Marriott Intl Inc New0.07%$ 16.54M99.59kNEW (+99.59k)
MA - Mastercard Incorporated0.07%$ 15.14M41.66kNEW (+41.66k)
EW - Edwards Lifesciences Corp<.01%$ 826k9.98k0%
ADBE - Adobe Systems Incorporated0.00%$00-100% (-2.11M)

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Terry Smith’s 13F Filings

Last detailed 13F filing for Q1 2023 included $40,982,743,000 in oversaw 13F protections and a main 10 possessions centralization of 59.73%. Fundsmith LLP biggest holding is Microsoft Corp. with shares held of 13,002,366. Whalewisdom has no less than 41 13F filings, and 15 13G filings.

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Fundsmith Equity has reliably been perhaps the most grounded entertainer in the IA Global area, returning 419.5% in the course of the last ten years contrasted with the 183.8% normal. Be that as it may, in 2023 it had one of its hardest late long periods of execution as business sectors continued mobilizing from the Covid pandemic. As per Trustnet, the asset has lost 5.1% in the course of the most recent half year contrasted with the normal asset’s 2.2% misfortunes.

Ethan Miller