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Fundsmith (Terry Smith) - FilingSpy

Terry Smith

Fundsmith

Terry Smith

$1.42B

Overview Activity Holdings

AUM

$1.42B

Positions

17

Top Position

SYK 9.2%

Top 10

76%

Activity Summary

1 New positions 14 Increased 1 Decreased 1 Exited

Notable Trades

Largest New

BDX

Becton, Dickinson and Company

$108.52M

Biggest Increase

SYK

Stryker Corporation

+140.2K shares

Largest Exit

BDX

Becton, Dickinson and Company

1.05M shares

Biggest Decrease

SIAL

Sigma-Aldrich Corp

-152.3K shares

Portfolio Composition

SYK9.2%

DPS9.1%

DPZ9.1%

MSFT8.6%

BDX7.6%

PG7.0%

6.8%

MMM6.4%

JNJ6.3%

PEP5.6%

Other (7)24.2%