Franklin Resources

Franklin Resources Portfolio holdings

AUM $401B
1-Year Est. Return 24.48%
 

Franklin Resources, Inc., commonly known as Franklin Templeton, was founded in 1947 by Rupert H. Johnson, Sr., and is headquartered in San Mateo, California, operating as a global investment management firm managing hundreds of billions in assets. The company offers a wide range of investment products, including mutual funds, ETFs, fixed-income portfolios, and alternative investments, serving individual investors, financial advisors, and institutions across over 150 countries. Known for its acquisition-driven growth—such as the 1992 purchase of Templeton Investments and the 2020 addition of Legg Mason—Franklin Templeton combines diverse strategies under a single brand, emphasizing both active management and income-focused solutions like its flagship Franklin Income Fund. With a reputation for adaptability and a client-centric approach, it remains a major player in the global asset management industry.

This Quarter Est. Return
1 Year Est. Return
+24.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325B
AUM Growth
+$9.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,015
New
Increased
Reduced
Closed

Top Buys

1 +$825M
2 +$654M
3 +$647M
4
HD icon
Home Depot
HD
+$641M
5
PPL icon
PPL Corp
PPL
+$448M

Top Sells

1 +$784M
2 +$749M
3 +$431M
4
CEG icon
Constellation Energy
CEG
+$416M
5
TSLA icon
Tesla
TSLA
+$386M

Sector Composition

1 Technology 28.13%
2 Healthcare 14.3%
3 Financials 10.49%
4 Industrials 9.8%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$172K ﹤0.01%
+10,733
2477
$169K ﹤0.01%
2,658
+158
2478
$169K ﹤0.01%
16,142
+2,736
2479
$169K ﹤0.01%
+14,899
2480
$168K ﹤0.01%
19,984
+2,478
2481
$167K ﹤0.01%
+10,975
2482
$167K ﹤0.01%
6,616
2483
$166K ﹤0.01%
2,225
2484
$166K ﹤0.01%
13,263
+2,395
2485
$164K ﹤0.01%
47,260
+4,066
2486
$163K ﹤0.01%
15,081
+2,210
2487
$163K ﹤0.01%
16,850
+558
2488
$163K ﹤0.01%
18,675
+2,582
2489
$163K ﹤0.01%
3,300
2490
$162K ﹤0.01%
4,418
2491
$162K ﹤0.01%
19,133
2492
$161K ﹤0.01%
23,806
+1,463
2493
$161K ﹤0.01%
+24,991
2494
$160K ﹤0.01%
+4,503
2495
$159K ﹤0.01%
18,189
+3,016
2496
$159K ﹤0.01%
1,802
+79
2497
$157K ﹤0.01%
3,221
2498
$156K ﹤0.01%
61,366
+7,920
2499
$156K ﹤0.01%
48,373
+8,175
2500
$154K ﹤0.01%
+54,341