- Added Positions: MKC, PM, EL, FB, SABR, INTU, PEP, MMM, ADP, V, VRSK, MSCI, IPGP, CHKP, EFX, ANSS, AOS, MASI,
- Sold Out: CL,
For the details of Fundsmith LLP's stock buys and sells, go to https://www.gurufocus.com/guru/fundsmith+llp/current-portfolio/portfolio
These are the top 5 holdings of Fundsmith LLP- PayPal Holdings Inc (PYPL) - 15,338,423 shares, 9.05% of the total portfolio. Shares added by 0.90%
- Microsoft Corp (MSFT) - 12,140,368 shares, 8.14% of the total portfolio. Shares added by 0.94%
- Waters Corp (WAT) - 5,026,757 shares, 7.19% of the total portfolio. Shares added by 0.87%
- Philip Morris International Inc (PM) - 13,315,376 shares, 6.69% of the total portfolio. Shares added by 7.30%
- Intuit Inc (INTU) - 4,481,318 shares, 6.66% of the total portfolio. Shares added by 1.26%
Fundsmith LLP added to a holding in McCormick & Co Inc by 93.55%. The purchase prices were between $121.19 and $150.63, with an estimated average price of $134.92. The stock is now traded at around $152.85. The impact to a portfolio due to this purchase was 2.15%. The holding were 5,204,584 shares as of .
Added: Sabre Corp (SABR)Fundsmith LLP added to a holding in Sabre Corp by 31.15%. The purchase prices were between $20.85 and $23.81, with an estimated average price of $22.21. The stock is now traded at around $20.10. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,967,828 shares as of .
Added: MSCI Inc (MSCI)Fundsmith LLP added to a holding in MSCI Inc by 30.97%. The purchase prices were between $141.34 and $198.84, with an estimated average price of $173.46. The stock is now traded at around $215.76. The impact to a portfolio due to this purchase was 0.05%. The holding were 188,920 shares as of .
Added: IPG Photonics Corp (IPGP)Fundsmith LLP added to a holding in IPG Photonics Corp by 29.27%. The purchase prices were between $108.6 and $161.18, with an estimated average price of $141.17. The stock is now traded at around $144.92. The impact to a portfolio due to this purchase was 0.04%. The holding were 218,607 shares as of .
Sold Out: Colgate-Palmolive Co (CL)Fundsmith LLP sold out a holding in Colgate-Palmolive Co. The sale prices were between $58.97 and $68.54, with an estimated average price of $64.51.
Here is the complete portfolio of Fundsmith LLP. Also check out:
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