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Terry Smith (Fundsmith Equity Fund) replaces Estée Lauder $EL with Marriott $MAR
Terry Smith (Fundsmith Equity Fund) has exited Estée Lauder $EL and replaced it with a holding in Marriott $MAR in August. Estée Lauder $EL was a top 10 position in the Fund up until end of April 2023.

The top 5 contributors in August:

  • Novo Nordisk
  • Visa
  • Automatic Data Processing
  • Stryker
  • Alphabet



The top 5 detractors in August:

  • Meta Platforms
  • LVMH
  • IDEXX
  • L'Oréal
  • McCormick




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Source: Fundsmith Equity Fund Factsheet - August 2023


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Source: Fundsmith Equity Fund Factsheet - August 2023



Todor Kostov's avatar
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