Terry Smith Portfolio 2023
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![Terry Smith profile](/static/images/investors/profiles/terry-smith.webp)
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 strategy showcases a diversified and robust portfolio with dominant positions in technology, healthcare, and financial services. His top stock investments include Microsoft Corporation, taking the lead with 12.8% of his portfolio, underscoring a strong belief in this tech giantβs continued growth and innovation. Following closely is Meta Platforms Inc - Ordinary Shares - Class A, comprising 9.8% of his portfolio, reflecting confidence in the social media conglomerate's expansion and ad revenue potential. In the healthcare sector, Stryker Corp. represents 7.6% of Smith's investments, highlighting an interest in medical technologiesβ long-term value. Financial services are also emphasized through Visa Inc - Ordinary Shares - Class A, making up 6.3% of the portfolio, indicating trust in digital payments' proliferation. Lastly, Idexx Laboratories, Inc., covering 6.1%, shows an investment inclination towards veterinary diagnostics and software solutions. Collectively, these holdings reveal Terry Smith's strategic bets on sectors positioned for sustained growth, offering valuable insights for potential investors focusing on stocks that have solid foundations in their respective industries.
Track Terry, It's Free!Performance
1 Year
+20.92%
3 Years
+13.82%
5 Years
+51.28%
10 years
+202.26%
Sectors
Largest Holdings
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Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list![](/static/images/articles/dividend-kings.webp)
Trades
Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 12.7%
- (Buy) $125.32 β +226.5% β$409.14 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 10.0%
- (Buy) $186.25 β +175.0% β$512.19 (Now)
Stryker Corp. (SYK)
- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 7.7%
- (Buy) $127.98 β +179.4% β$357.62 (Now)
Visa Inc - Ordinary Shares - Class A (V)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.2%
- (Buy) $101.13 β +175.2% β$278.26 (Now)
Idexx Laboratories, Inc. (IDXX)
- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 6.0%
- (Buy) $139.23 β +304.5% β$563.22 (Now)
Automatic Data Processing Inc. (ADP)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.5%
- (Buy) $113.44 β +115.3% β$244.25 (Now)
Philip Morris International Inc (PM)
- Sector: Tobacco Manufacturing
- % of Portfolio: 5.4%
- (Buy) $88.22 β +3.7% β$91.51 (Now)
Waters Corp. (WAT)
- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 5.3%
- (Buy) $165.82 β +117.7% β$361.00 (Now)
Marriott International, Inc. - Ordinary Shares - Class A (MAR)
- Sector: Travel Agencies
- % of Portfolio: 4.2%
- (Buy) $197.42 β +25.1% β$246.91 (Now)
PepsiCo Inc (PEP)
- Sector: Soft Drink Manufacturing
- % of Portfolio: 4.2%
- (Buy) $109.61 β +48.8% β$163.11 (Now)
McCormick & Co., Inc. - Ordinary Shares (Non Voting) (MKC)
- Sector: All Other Miscellaneous Food Manufacturing
- % of Portfolio: 4.0%
- (Buy) $140.61 β -51.4% β$68.39 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)
- Sector: All Other Telecommunications
- % of Portfolio: 3.7%
- (Buy) $143.93 β -6.6% β$134.38 (Now)
Procter & Gamble Co. (PG)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 3.0%
- (Buy) $147.49 β +8.9% β$160.62 (Now)
Mettler-Toledo International, Inc. (MTD)
- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 3.0%
- (Buy) $1,393.53 β -3.1% β$1,350.46 (Now)
Church & Dwight Co., Inc. (CHD)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 2.9%
- (Buy) $87.73 β +18.7% β$104.12 (Now)
Nike, Inc. - Ordinary Shares - Class B (NKE)
- Sector: Footwear Manufacturing
- % of Portfolio: 2.6%
- (Buy) $98.47 β -0.3% β$98.19 (Now)
Brown-Forman Corp. - Ordinary Shares - Class B (BF.B)
- Sector: Wineries
- % of Portfolio: 2.5%
- (Buy) $63.93 β -14.6% β$54.60 (Now)
Otis Worldwide Corp (OTIS)
- Sector: Iron and Steel Forging
- % of Portfolio: 2.4%
- (Buy) $73.46 β +32.0% β$96.94 (Now)
Fortinet Inc (FTNT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.1%
- (Buy) $45.83 β +59.4% β$73.07 (Now)
Apple Inc (AAPL)
- Sector: Electronic Computer Manufacturing
- % of Portfolio: 0.9%
- (Buy) $150.75 β +12.1% β$169.00 (Now)
Equifax, Inc. (EFX)
- Sector: All Other Information Services
- % of Portfolio: 0.5%
- (Buy) $119.27 β +127.2% β$270.95 (Now)
Verisign Inc. (VRSN)
- Sector: Custom Computer Programming Services
- % of Portfolio: 0.5%
- (Buy) $183.71 β +4.9% β$192.65 (Now)
Verisk Analytics Inc (VRSK)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.5%
- (Buy) $136.80 β +72.6% β$236.14 (Now)
MSCI Inc (MSCI)
- Sector: Miscellaneous Financial Investment Activities
- % of Portfolio: 0.4%
- (Buy) $175.16 β +214.1% β$550.17 (Now)
Graco Inc. (GGG)
- Sector: Pump and Pumping Equipment Manufacturing
- % of Portfolio: 0.4%
- (Buy) $74.04 β +26.3% β$93.51 (Now)
Qualys Inc (QLYS)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.4%
- (Buy) $105.40 β +59.3% β$167.90 (Now)
Clorox Co. (CLX)
- Sector: Polish and Other Sanitation Good Manufacturing
- % of Portfolio: 0.4%
- (Buy) $133.32 β +15.3% β$153.77 (Now)
Idex Corporation (IEX)
- Sector: Pump and Pumping Equipment Manufacturing
- % of Portfolio: 0.4%
- (Buy) $213.93 β +11.6% β$238.73 (Now)
Exponent Inc. (EXPO)
- Sector: Payroll Services
- % of Portfolio: 0.3%
- (Buy) $94.05 β -14.1% β$80.82 (Now)
Cognex Corp. (CGNX)
- Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
- % of Portfolio: 0.3%
- (Buy) $51.08 β -19.9% β$40.92 (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
+20.92%
3 Years
+13.82%
5 Years
+51.28%
10 years
+202.26%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $712 Billion
- Dividend Yield 1.13 %
- Beta 0.9688
- P/E Ratio 33.06
- Negative P/E Ratio -1.86
- Profit Margin 23.48%
- PEG 158.33
- Price to Sales Ratio 8.09
- Price to Book Ratio 1.27
- Enterprise Value to EBIT: 27.28
- Enterprise Value to Revenue 8.17
- Total Debt to Enterprise Value 0.08
- Debt to Equity -0.6224
- Quarterly Earnings Growth (YoY) -
- Return on Equity -9.41%
- Return on Assets 14.55%
- Return on Invested Capital 29.16%
Track Terry
Don't miss a trade. Get notified when Terry Smith makes his next trade, It's Free!
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 strategy showcases a diversified and robust portfolio with dominant positions in technology, healthcare, and financial services. His top stock investments include Microsoft Corporation, taking the lead with 12.8% of his portfolio, underscoring a strong belief in this tech giantβs continued growth and innovation. Following closely is Meta Platforms Inc - Ordinary Shares - Class A, comprising 9.8% of his portfolio, reflecting confidence in the social media conglomerate's expansion and ad revenue potential. In the healthcare sector, Stryker Corp. represents 7.6% of Smith's investments, highlighting an interest in medical technologiesβ long-term value. Financial services are also emphasized through Visa Inc - Ordinary Shares - Class A, making up 6.3% of the portfolio, indicating trust in digital payments' proliferation. Lastly, Idexx Laboratories, Inc., covering 6.1%, shows an investment inclination towards veterinary diagnostics and software solutions. Collectively, these holdings reveal Terry Smith's strategic bets on sectors positioned for sustained growth, offering valuable insights for potential investors focusing on stocks that have solid foundations in their respective industries.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list![](/static/images/articles/dividend-kings.webp)
Track Terry
Don't miss a trade. Get notified when Terry Smith makes his next trade, It's Free!