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 | % Portfolio | Value | Shares | Change |
|---|---|---|---|---|
| MSFT - Microsoft Corp | 11.24% | $ 2.60B | 9.03M | 0.01% (+1.06k) |
| PM - Philip Morris Intl Inc | 6.91% | $ 1.60B | 16.46M | -0.07% (-12.22k) |
| SYK - Stryker Corporation | 6.77% | $ 1.57B | 5.50M | -1.94% (-108.73k) |
| IDXX - Idexx Labs Inc | 6.37% | $ 1.48B | 2.95M | -14.22% (-489.54k) |
| EL - Lauder Estee Cos Inc | 5.77% | $ 1.34B | 5.43M | -4.42% (-251.29k) |
| MKC - Mccormick & Co Inc | 5.56% | $ 1.29B | 15.50M | 0.02% (+3.38k) |
| V - Visa Inc | 5.46% | $ 1.27B | 5.61M | 0.02% (+1.27k) |
| ADP - Automatic Data Processing In | 5.32% | $ 1.23B | 5.54M | 0.02% (+1.25k) |
| PEP - Pepsico Inc | 5.24% | $ 1.21B | 6.66M | 0.02% (+1.42k) |
| META - Meta Platforms Inc | 5.18% | $ 1.20B | 5.66M | 3.42% (+187.41k) |
| WAT - Waters Corp | 4.94% | $ 1.15B | 3.70M | 0.24% (+8.67k) |
| MTD - Mettler Toledo International | 3.71% | $ 859.07M | 561.41k | 0.09% (+514) |
| NKE - Nike Inc | 3.56% | $ 824.91M | 6.73M | 0% |
| GOOGL - Alphabet Inc | 3.41% | $ 791.27M | 7.63M | 0.02% (+1.89k) |
| BFB - Brown Forman Corp | 3.39% | $ 786.02M | 12.23M | 0.69% (+83.25k) |
| CHD - Church & Dwight Co Inc | 3.22% | $ 747.06M | 8.45M | 0.04% (+3.35k) |
| AMZN - Amazon Com Inc | 3.02% | $ 700.08M | 6.78M | 0% |
| OTIS - Otis Worldwide Corp | 2.29% | $ 530.17M | 6.28M | 0.02% (+998) |
| PG - Procter And Gamble Co | 1.10% | $ 255.22M | 1.72M | 444.4% (+1.40M) |
| AAPL - Apple Inc | 0.95% | $ 221.29M | 1.34M | 185.99% (+872.75k) |
| FTNT - Fortinet Inc | 0.66% | $ 153.74M | 2.31M | 0% |
| VRSN - Verisign Inc | 0.62% | $ 142.60M | 674.79k | 0% |
| MASI - Masimo Corp | 0.61% | $ 141.05M | 764.32k | 0% |
| MSCI - Msci Inc | 0.51% | $ 118.27M | 211.32k | 0% |
| IPGP - Ipg Photonics Corp | 0.45% | $ 105.34M | 854.26k | 0% |
| CGNX - Cognex Corp | 0.44% | $ 102.06M | 2.06M | 0% |
| VRSK - Verisk Analytics Inc | 0.44% | $ 101.70M | 530.09k | 0% |
| EFX - Equifax Inc | 0.43% | $ 100.47M | 495.30k | 0% |
| SABR - Sabre Corp | 0.42% | $ 97.42M | 22.71M | 0% |
| QLYS - Qualys Inc | 0.37% | $ 85.61M | 658.41k | 0% |
| ROL - Rollins Inc | 0.28% | $ 64.78M | 1.73M | 0% |
| IEX - Idex Corp | 0.26% | $ 60.93M | 263.74k | 0% |
| PAYC - Paycom Software Inc | 0.21% | $ 48.95M | 161.01k | 0% |
| HD - Home Depot Inc | 0.20% | $ 45.35M | 153.66k | 0.59% (+897) |
| JNJ - Johnson & Johnson | 0.19% | $ 43.01M | 277.46k | 0.6% (+1.67k) |
| GGG - Graco Inc | 0.17% | $ 39.86M | 545.91k | NEW (+545.91k) |
| ZTS - Zoetis Inc | 0.16% | $ 37.50M | 225.31k | 0.6% (+1.35k) |
| MAR - Marriott Intl Inc New | 0.07% | $ 16.54M | 99.59k | NEW (+99.59k) |
| MA - Mastercard Incorporated | 0.07% | $ 15.14M | 41.66k | NEW (+41.66k) |
| EW - Edwards Lifesciences Corp | <.01% | $ 826k | 9.98k | 0% |
| ADBE - Adobe Systems Incorporated | 0.00% | $0 | 0 | -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.
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