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
2751
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2752
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2753
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2754
-121,307
2755
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2756
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2757
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2758
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2759
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2760
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2761
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2762
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2763
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2764
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2765
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2766
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2767
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2768
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2769
-1,855,886
2770
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2771
-46,918
2772
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2773
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2774
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2775
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