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
2726
$2.09K ﹤0.01%
47
2727
$2K ﹤0.01%
10,000
2728
$1.96K ﹤0.01%
+52
2729
$1.73K ﹤0.01%
79
2730
$1.24K ﹤0.01%
555
-118
2731
$878 ﹤0.01%
24
-3
2732
$715 ﹤0.01%
31
2733
$403 ﹤0.01%
4
2734
$289 ﹤0.01%
+31
2735
$275 ﹤0.01%
3
-2
2736
-96,096
2737
-1,492,368
2738
-1,954
2739
-24,016
2740
-197,644
2741
-30,316
2742
-32,786
2743
-16,464
2744
-65,083
2745
-15,917
2746
-4,243
2747
-29,005
2748
-921
2749
-465,948
2750
-12,459