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
$175B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,432
New
Increased
Reduced
Closed

Top Buys

1 +$4.15B
2 +$3.16B
3 +$2.61B
4
JPM icon
JPMorgan Chase
JPM
+$2.48B
5
WFC icon
Wells Fargo
WFC
+$2.41B

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.21%
2 Financials 14.19%
3 Energy 12.12%
4 Technology 10.84%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$56.4M 0.03%
+6,974,850
477
$56.1M 0.03%
+3,939,470
478
$55.7M 0.03%
+1,229,046
479
$55.5M 0.03%
+1,192,500
480
$55.3M 0.03%
+551,810
481
$55.2M 0.03%
+2,208,750
482
$55.2M 0.03%
+1,510,964
483
$54.9M 0.03%
+1,272,500
484
$54.8M 0.03%
+1,631,016
485
$54.7M 0.03%
+1,711,400
486
$54M 0.03%
+1,690,410
487
$53.9M 0.03%
+2,200,859
488
$53.9M 0.03%
+435,080
489
$53.8M 0.03%
+896,200
490
$53.5M 0.03%
+1,400,000
491
$53.5M 0.03%
+958,165
492
$53.2M 0.03%
+525,264
493
$53.2M 0.03%
+1,719,895
494
$53.1M 0.03%
+3,247,842
495
$52.7M 0.03%
+1,396,679
496
$52.7M 0.03%
+1,964,266
497
$52.5M 0.03%
+4,656,404
498
$52.4M 0.03%
+1,683,834
499
$52.2M 0.03%
+714,998
500
$52.1M 0.03%
+158,590