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
$316B
AUM Growth
+$102B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,991
New
Increased
Reduced
Closed

Top Buys

1 +$5.48B
2 +$2.65B
3 +$2.4B
4
XOM icon
Exxon Mobil
XOM
+$1.84B
5
NVDA icon
NVIDIA
NVDA
+$1.7B

Top Sells

1 +$334M
2 +$293M
3 +$248M
4
TEAM icon
Atlassian
TEAM
+$229M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$214M

Sector Composition

1 Technology 26.85%
2 Healthcare 14.56%
3 Financials 10.81%
4 Industrials 9.93%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$25.4K ﹤0.01%
1,158
+14
2677
$23.9K ﹤0.01%
810
-650
2678
$23.8K ﹤0.01%
562
2679
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1,000
2680
$23.8K ﹤0.01%
2,000
-735
2681
$23.7K ﹤0.01%
15,001
-3,412
2682
$23.4K ﹤0.01%
3,353
-16,290
2683
$23.3K ﹤0.01%
826
2684
$22.7K ﹤0.01%
500
2685
$22.2K ﹤0.01%
210
2686
$21K ﹤0.01%
885
2687
$20.7K ﹤0.01%
840
2688
$20.5K ﹤0.01%
784
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2689
$18.6K ﹤0.01%
200
2690
$17.9K ﹤0.01%
300
2691
$17.7K ﹤0.01%
598
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2692
$17.3K ﹤0.01%
739
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2693
$16.9K ﹤0.01%
299
2694
$16.6K ﹤0.01%
275
2695
$16.3K ﹤0.01%
380
-98
2696
$16K ﹤0.01%
190
2697
$16K ﹤0.01%
664
2698
$15.2K ﹤0.01%
162
2699
$14.2K ﹤0.01%
10,000
2700
$14.2K ﹤0.01%
270