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
2701
$13.2K ﹤0.01%
5,146
+48
2702
$12.8K ﹤0.01%
571
2703
$12.4K ﹤0.01%
296
-15
2704
$11.5K ﹤0.01%
395
2705
$10.3K ﹤0.01%
315
2706
$9.73K ﹤0.01%
95
2707
$9.42K ﹤0.01%
200
2708
$9K ﹤0.01%
165
2709
$8.09K ﹤0.01%
77
2710
$8.03K ﹤0.01%
140
2711
$7.8K ﹤0.01%
400
2712
$5.94K ﹤0.01%
+123
2713
$5.9K ﹤0.01%
140
2714
$5.89K ﹤0.01%
130
2715
$5.74K ﹤0.01%
28
2716
$5.67K ﹤0.01%
101
2717
$5.5K ﹤0.01%
82
+4
2718
$5.16K ﹤0.01%
127
-1
2719
$4.8K ﹤0.01%
184
2720
$4.66K ﹤0.01%
+158
2721
$4.47K ﹤0.01%
102
-2
2722
$3.47K ﹤0.01%
135
-2
2723
$2.94K ﹤0.01%
242
+93
2724
$2.26K ﹤0.01%
25
-8
2725
$2.16K ﹤0.01%
51
-6