Quarter End Price
Terry Smith | Fundsmith Llp
Fund Stats for Q2 2022Terry Smith is the managing partner of Fundsmith Llp. The 13F filing for 2022 Q1 included $29.12B in managed 13F securities and a top 10 holdings concentration of 56.90%. Fundsmith Llp's largest holding is Microsoft Corporation with shares held of 10.02M. 10kreader has 37 13F filings available for Fundsmith Llp.Terry Smith is the managing partner of Fundsmith Llp. The 13F filing for 2022 Q1 included $29.12B in managed 13F securities and a top 10 holdings concentration of 56.90%. Fundsmith Llp's largest holdi...
About Terry SmithFundsmith LLP is an investment management firm based out of London, United Kingdom. The company was established in 2010 by founder Terence Charles Smith, who is currently still with the company today acting as its CEO and CIO. Fundsmith has expanded from its inception to now have an additional office in New Canaan, Connecticut and operates with 17 employees. The company manages over $5.5 billion in total assets under management spread across 5 accounts, all of which are discretionary. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with its total assets under management growing significantly from $2.6 billion back in 2014 to well over twice that amount in just a few years. Fundsmith invests in the public equity markets on a global scale, conducting its research both internally and externally. The company focuses on investing in businesses that are able to sustain a high return, have advantages that are difficult to replicate, resilient to change – particularly technological innovation, and with a high degree of certainty of growth from reinvestment of cash flows, among other critical criteria. Fundsmith invests most heavily in the health care sector, which alone makes up over a third of its total asset allocations, and also invests in the consumer staples sector, making up just under another third, information technology, making up approximately a quarter, and industrials sectors, in order of decreasing allocations. The company invests its allocations heavily in a select few companies with all of its top 5 holdings exceeding 8% of its total holdings and its top 10 holdings making up over three quarters of its total asset allocations. Fundsmith caters mainly to pooled investment vehicles, which alone makes up over three quarters of its client base, and also provides services to charitable organizations.source: gurufocus.comFundsmith LLP is an investment management firm based out of London, United Kingdom. The company was established in 2010 by founder Terence Charles Smith, who is currently still with the company today ...
Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.
Brown Forman Corp Class B