Fundsmith Investment Services - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2021 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+6.42B
+9,999%+
Winning Positions
+87.72%
50 wins / 57 positions
Average Gain (Winners)
$152.82M
+9,999%+ avg per position
Active Positions
23
4 losing positions
Portfolio Value Over Time
Total Positions Tracked
57
All holdings over time
Win/Loss Ratio
12.50
50 gains / 4 losses
Active vs. Exited
23 / 34
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| SYK | Stryker Corporation | Healthcare | Jun 2021 | ACTIVE | $5.95K | $574.39M | $574.38M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2021 | ACTIVE | $7.30K | $520.87M | $520.86M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Jun 2021 | ACTIVE | $8.23K | $519.56M | $519.55M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Mar 2022 | ACTIVE | $272.90K | $473.17M | $472.90M | +9,999%+ |
| IDXX | IDEXX Laboratories, Inc. | Healthcare | Mar 2022 | ACTIVE | $521.03K | $439.78M | $439.26M | +9,999%+ |
| V | Visa Inc. | Financial Services | Jun 2021 | ACTIVE | $2.93K | $426.61M | $426.60M | +9,999%+ |
| ADP | Automatic Data Processing, Inc. | Technology | Mar 2022 | ACTIVE | $321.10K | $424.07M | $423.75M | +9,999%+ |
| WAT | Waters Corporation | Healthcare | Mar 2022 | ACTIVE | $256.25K | $406.63M | $406.37M | +9,999%+ |
| MAR | Marriott International | Consumer Cyclical | Mar 2023 | ACTIVE | $4.65M | $381.17M | $376.52M | +8092.61% |
| PM | Philip Morris International Inc | Consumer Defensive | Mar 2022 | ACTIVE | $379.36K | $362.38M | $362.00M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.