Terry Smith Portfolio 2023
Terry Smith
Fundsmith LLP Holdings Strategy: Growth InvestorTerence Smith, the founder, and CEO of Fundsmith has been called "the English Warren Buffett" for his style in growth investing which involves buying shares from established companies. He is an author and he wrote the book βInvesting for Growth: How to make money by only buying the best companies in the world β An anthology of investment writingβ. He also wrote some columns for the Financial Times. Terry Smith's investment portfolio showcases a strategic selection of robust stocks, reflecting his focus on sustainable growth and market leadership. Microsoft Corporation stands at the forefront, a tech giant renowned for its software, cloud services, and hardware developments, offering investors exposure to the ever-evolving digital landscape.Meta Platforms Inc., formerly known as Facebook, represents another top-tier investment in Smith's collection. The company is a leading force within social media, advertising, and emerging virtual reality technologies, embodying significant potential for long-term revenue expansion.In the healthcare sector, Stryker Corp. underscores Smith's preference for innovative companies with strong track records. As a global leader in medical technology and equipment, Stryker continues to demonstrate resilience and growth within the healthcare industryβa staple for health-conscious portfolios.Visa Inc., one of the world's premier payment processors, further diversifies Terry Smith's stock selections. With its expansive network and cutting-edge financial products, Visa offers stability and steady growth prospects within the fintech space, appealing to investors looking for reliable performers.Lastly, Automatic Data Processing Inc. (ADP) adds an element of workforce management and outsourcing solutions to Smith's roster. ADP's role in providing essential human capital management services positions it well for ongoing demand, making it a wise choice for those seeking investments in operational efficiency facilitators.Each constituent of Terry Smith's top five investments embodies core tenets such as innovation, market dominance, and adaptabilityβkey attributes that can appeal to a broad base of potential investors tuned into resilient stocks for their own portfolios.
Track Terry, It's Free!Performance
1 Year
+5.53%
3 Years
-10.72%
5 Years
+36.38%
10 years
+194.61%
Sectors
Largest Holdings
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Trades
- Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 12.0%
- (Buy) $125.32 β +215.3% β$395.15 (Now)
- Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 9.4%
- (Buy) $186.25 β +155.4% β$475.73 (Now)
- Stryker Corp. (SYK)
- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 6.9%
- (Buy) $127.98 β +146.9% β$315.94 (Now)
- Philip Morris International Inc (PM)
- Sector: Tobacco Manufacturing
- % of Portfolio: 6.7%
- (Buy) $88.22 β +28.7% β$113.56 (Now)
- Automatic Data Processing Inc. (ADP)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.9%
- (Buy) $113.44 β +127.6% β$258.14 (Now)
- Visa Inc - Ordinary Shares - Class A (V)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.8%
- (Buy) $101.13 β +153.6% β$256.44 (Now)
- Waters Corp. (WAT)
- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 4.9%
- (Buy) $165.82 β +98.3% β$328.83 (Now)
- Idexx Laboratories, Inc. (IDXX)
- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 4.9%
- (Buy) $139.23 β +226.9% β$455.08 (Now)
- Alphabet Inc - Ordinary Shares - Class A (GOOGL)
- Sector: All Other Telecommunications
- % of Portfolio: 4.4%
- (Buy) $143.93 β +10.6% β$159.25 (Now)
- PepsiCo Inc (PEP)
- Sector: Soft Drink Manufacturing
- % of Portfolio: 4.0%
- (Buy) $109.61 β +58.8% β$174.04 (Now)
- McCormick & Co., Inc. - Ordinary Shares (Non Voting) (MKC)
- Sector: All Other Miscellaneous Food Manufacturing
- % of Portfolio: 3.7%
- (Buy) $140.61 β -45.7% β$76.29 (Now)
- Marriott International, Inc. - Ordinary Shares - Class A (MAR)
- Sector: Travel Agencies
- % of Portfolio: 3.7%
- (Buy) $197.42 β +7.1% β$211.35 (Now)
- Mettler-Toledo International, Inc. (MTD)
- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 3.3%
- (Buy) $1,382.38 β -0.6% β$1,374.65 (Now)
- Procter & Gamble Co. (PG)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 3.2%
- (Buy) $147.49 β +13.9% β$168.06 (Now)
- Church & Dwight Co., Inc. (CHD)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 2.9%
- (Buy) $87.73 β +13.9% β$99.92 (Now)
- Otis Worldwide Corp (OTIS)
- Sector: Iron and Steel Forging
- % of Portfolio: 2.3%
- (Buy) $73.46 β +27.2% β$93.42 (Now)
- Brown-Forman Corp. - Ordinary Shares - Class B (BF.B)
- Sector: Wineries
- % of Portfolio: 1.9%
- (Buy) $63.93 β -34.5% β$41.85 (Now)
- Nike, Inc. - Ordinary Shares - Class B (NKE)
- Sector: Footwear Manufacturing
- % of Portfolio: 1.9%
- (Buy) $98.47 β -27.5% β$71.42 (Now)
- Fortinet Inc (FTNT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.8%
- (Buy) $47.64 β +16.3% β$55.39 (Now)
- Apple Inc (AAPL)
- Sector: Electronic Computer Manufacturing
- % of Portfolio: 1.3%
- (Buy) $155.84 β +34.3% β$209.27 (Now)
- Texas Instruments Inc. (TXN)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 0.8%
- (Buy) $166.75 β +8.7% β$181.19 (Now)
- Equifax, Inc. (EFX)
- Sector: All Other Information Services
- % of Portfolio: 0.5%
- (Buy) $119.27 β +133.5% β$278.47 (Now)
- Verisk Analytics Inc (VRSK)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.5%
- (Buy) $136.80 β +91.7% β$262.28 (Now)
- Verisign Inc. (VRSN)
- Sector: Custom Computer Programming Services
- % of Portfolio: 0.5%
- (Buy) $183.71 β -2.8% β$178.62 (Now)
- Exponent Inc. (EXPO)
- Sector: Payroll Services
- % of Portfolio: 0.4%
- (Buy) $94.05 β +8.2% β$101.78 (Now)
- Choice Hotels International, Inc. (CHH)
- Sector: Travel Agencies
- % of Portfolio: 0.4%
- (Buy) $119.55 β +4.5% β$124.97 (Now)
- Graco Inc. (GGG)
- Sector: Pump and Pumping Equipment Manufacturing
- % of Portfolio: 0.4%
- (Buy) $74.04 β +6.3% β$78.68 (Now)
- MSCI Inc (MSCI)
- Sector: Miscellaneous Financial Investment Activities
- % of Portfolio: 0.4%
- (Buy) $175.16 β +195.4% β$517.43 (Now)
- Clorox Co. (CLX)
- Sector: Polish and Other Sanitation Good Manufacturing
- % of Portfolio: 0.3%
- (Buy) $133.32 β +7.0% β$142.67 (Now)
- Rollins, Inc. (ROL)
- Sector: Exterminating and Pest Control Services
- % of Portfolio: 0.3%
- (Buy) $35.57 β +33.9% β$47.63 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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Options
Can't find any put or calls that Terry Smith has in Fundsmith
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Metrics
Performance
1 Year
+5.53%
3 Years
-10.72%
5 Years
+36.38%
10 years
+194.61%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $856 Billion
- Dividend Yield 1.18 %
- Beta 0.9618
- P/E Ratio 30.82
- Negative P/E Ratio -0.95
- Profit Margin 25.03%
- PEG 195.0
- Price to Sales Ratio 8.06
- Price to Book Ratio 2.65
- Enterprise Value to EBIT: 25.96
- Enterprise Value to Revenue 8.26
- Total Debt to Enterprise Value 0.08
- Debt to Equity -0.6145
- Quarterly Earnings Growth (YoY) -
- Return on Equity -12.81%
- Return on Assets 15.37%
- Return on Invested Capital 29.94%
Track Terry
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About Terry Smith
Terence Smith, the founder, and CEO of Fundsmith has been called "the English Warren Buffett" for his style in growth investing which involves buying shares from established companies. He is an author and he wrote the book βInvesting for Growth: How to make money by only buying the best companies in the world β An anthology of investment writingβ. He also wrote some columns for the Financial Times. Terry Smith's investment portfolio showcases a strategic selection of robust stocks, reflecting his focus on sustainable growth and market leadership. Microsoft Corporation stands at the forefront, a tech giant renowned for its software, cloud services, and hardware developments, offering investors exposure to the ever-evolving digital landscape.Meta Platforms Inc., formerly known as Facebook, represents another top-tier investment in Smith's collection. The company is a leading force within social media, advertising, and emerging virtual reality technologies, embodying significant potential for long-term revenue expansion.In the healthcare sector, Stryker Corp. underscores Smith's preference for innovative companies with strong track records. As a global leader in medical technology and equipment, Stryker continues to demonstrate resilience and growth within the healthcare industryβa staple for health-conscious portfolios.Visa Inc., one of the world's premier payment processors, further diversifies Terry Smith's stock selections. With its expansive network and cutting-edge financial products, Visa offers stability and steady growth prospects within the fintech space, appealing to investors looking for reliable performers.Lastly, Automatic Data Processing Inc. (ADP) adds an element of workforce management and outsourcing solutions to Smith's roster. ADP's role in providing essential human capital management services positions it well for ongoing demand, making it a wise choice for those seeking investments in operational efficiency facilitators.Each constituent of Terry Smith's top five investments embodies core tenets such as innovation, market dominance, and adaptabilityβkey attributes that can appeal to a broad base of potential investors tuned into resilient stocks for their own portfolios.
Track Terry
Don't miss a trade. Get notified when Terry Smith makes his next trade, It's Free!