Fundsmith - Q1 2021 holdings

$31.4 Billion is the total value of Fundsmith's 42 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2021
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-14
Signatures

The EDGAR filing(s) were signed by:

About Fundsmith

Fundsmith is a UK-based investment management firm founded by Terry Smith in 2010. The company has gained a reputation for its focus on high-quality, long-term investments in global equities. The firm's investment philosophy is centered around investing in companies with strong competitive advantages, high returns on capital, and sustainable business models.

Terry Smith, the CEO and founder of Fundsmith, is a well-known figure in the investment world. He has over 40 years of experience in the finance industry and has worked for some of the world's largest financial institutions. Smith is also the author of several books on finance and investing, including "Accounting for Growth" and "Investing for Growth."

Fundsmith's investment strategy has been successful, with the firm's flagship Fundsmith Equity Fund delivering strong returns since its inception. The fund has consistently outperformed its benchmark, the MSCI World Index, and has attracted a large following of investors.

The company's Chief Investment Officer, Julian Robins, is responsible for overseeing the firm's investment process and managing the Fundsmith Equity Fund. Robins has over 20 years of experience in the finance industry and has worked for several leading investment firms.

Overall, Fundsmith's focus on high-quality, long-term investments and its experienced leadership team have made it a popular choice for investors looking for a reliable investment manager.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
STRYKER CORP43Q3 20239.9%
PHILIP MORRIS INTL INC43Q3 20238.3%
PEPSICO INC43Q3 20238.5%
VISA INC CLASS A SHARES43Q3 20236.5%
JOHNSON + JOHNSON43Q3 20237.7%
WATERS CORP38Q3 20237.5%
MICROSOFT CORP36Q3 202312.9%
AUTOMATIC DATA PROCESSING INC36Q3 20236.8%
PAYPAL HLDGS INC35Q3 202315.3%
COLGATE PALMOLIVE CO30Q4 20213.4%

View Fundsmith's complete holdings history.

Latest significant ownerships (13-D/G)
Fundsmith Q1 2021 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
IDEXX LABORATORIES INC /DEFebruary 14, 20234,447,8285.4%

View Fundsmith's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
SC 13G2023-02-14

View Fundsmith's complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (31441934000.0 != 31441930000.0)

Export Fundsmith's holdings