Terry Smith profile
Terry Smith profile

Terry Smith

Fundsmith LLP Holdings Strategy: Growth Investor

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 β€žInvesting for Growth: How to make money by only buying the best companies in the world – An anthology of investment writingβ€œ. 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 industryβ€”a 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 adaptabilityβ€”key attributes that can appeal to a broad base of potential investors tuned into resilient stocks for their own portfolios.

Track Terry, It's Free!

Terry Smith Portfolio 2023

Performance

1 Year

+5.53%

3 Years

-10.72%

5 Years

+36.38%

10 years

+194.61%


Sectors

Loading...

Largest Holdings

Loading...


Trades

  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 12.0%
  • (Buy) $125.32 ― +215.3% β†’$395.15 (Now)
  • Stryker Corp. Stryker Corp. (SYK)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 6.9%
  • (Buy) $127.98 ― +146.9% β†’$315.94 (Now)
  • Automatic Data Processing Inc. Automatic Data Processing Inc. (ADP)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 5.9%
  • (Buy) $113.44 ― +127.6% β†’$258.14 (Now)
  • Waters Corp. Waters Corp. (WAT)
  • Sector: Analytical Laboratory Instrument Manufacturing
  • % of Portfolio: 4.9%
  • (Buy) $165.82 ― +98.3% β†’$328.83 (Now)
  • Idexx Laboratories, Inc. Idexx Laboratories, Inc. (IDXX)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 4.9%
  • (Buy) $139.23 ― +226.9% β†’$455.08 (Now)
  • PepsiCo Inc PepsiCo Inc (PEP)
  • Sector: Soft Drink Manufacturing
  • % of Portfolio: 4.0%
  • (Buy) $109.61 ― +58.8% β†’$174.04 (Now)
  • Procter & Gamble Co. Procter & Gamble Co. (PG)
  • Sector: Soap and Other Detergent Manufacturing
  • % of Portfolio: 3.2%
  • (Buy) $147.49 ― +13.9% β†’$168.06 (Now)
  • Church & Dwight Co., Inc. Church & Dwight Co., Inc. (CHD)
  • Sector: Soap and Other Detergent Manufacturing
  • % of Portfolio: 2.9%
  • (Buy) $87.73 ― +13.9% β†’$99.92 (Now)
  • Otis Worldwide Corp Otis Worldwide Corp (OTIS)
  • Sector: Iron and Steel Forging
  • % of Portfolio: 2.3%
  • (Buy) $73.46 ― +27.2% β†’$93.42 (Now)
  • Fortinet Inc Fortinet Inc (FTNT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 1.8%
  • (Buy) $47.64 ― +16.3% β†’$55.39 (Now)
  • Apple Inc Apple Inc (AAPL)
  • Sector: Electronic Computer Manufacturing
  • % of Portfolio: 1.3%
  • (Buy) $155.84 ― +34.3% β†’$209.27 (Now)
  • Texas Instruments Inc. Texas Instruments Inc. (TXN)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 0.8%
  • (Buy) $166.75 ― +8.7% β†’$181.19 (Now)
  • Equifax, Inc. Equifax, Inc. (EFX)
  • Sector: All Other Information Services
  • % of Portfolio: 0.5%
  • (Buy) $119.27 ― +133.5% β†’$278.47 (Now)
  • Verisk Analytics Inc Verisk Analytics Inc (VRSK)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.5%
  • (Buy) $136.80 ― +91.7% β†’$262.28 (Now)
  • Verisign Inc. Verisign Inc. (VRSN)
  • Sector: Custom Computer Programming Services
  • % of Portfolio: 0.5%
  • (Buy) $183.71 ― -2.8% β†’$178.62 (Now)
  • Exponent Inc. Exponent Inc. (EXPO)
  • Sector: Payroll Services
  • % of Portfolio: 0.4%
  • (Buy) $94.05 ― +8.2% β†’$101.78 (Now)
  • Graco Inc. Graco Inc. (GGG)
  • Sector: Pump and Pumping Equipment Manufacturing
  • % of Portfolio: 0.4%
  • (Buy) $74.04 ― +6.3% β†’$78.68 (Now)
  • MSCI Inc MSCI Inc (MSCI)
  • Sector: Miscellaneous Financial Investment Activities
  • % of Portfolio: 0.4%
  • (Buy) $175.16 ― +195.4% β†’$517.43 (Now)
  • Clorox Co. Clorox Co. (CLX)
  • Sector: Polish and Other Sanitation Good Manufacturing
  • % of Portfolio: 0.3%
  • (Buy) $133.32 ― +7.0% β†’$142.67 (Now)
  • Rollins, Inc. Rollins, Inc. (ROL)
  • Sector: Exterminating and Pest Control Services
  • % of Portfolio: 0.3%
  • (Buy) $35.57 ― +33.9% β†’$47.63 (Now)
Stock % of
portfolio
Average
Buy Price
Current
Price
Position
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...

Options

Can't find any put or calls that Terry Smith has in Fundsmith


Track Terry

Don't miss a trade. Get notified when Terry Smith makes his next trade, It's Free!


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%


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 β€žInvesting for Growth: How to make money by only buying the best companies in the world – An anthology of investment writingβ€œ. 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 industryβ€”a 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 adaptabilityβ€”key 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!