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
551
$49.5M 0.02%
1,369,263
+124,239
552
$49.3M 0.02%
1,131,865
+377,203
553
$49.2M 0.02%
764,234
-60,447
554
$48.6M 0.02%
1,307,018
-120,836
555
$48.2M 0.02%
2,120,760
-68,818
556
$48.2M 0.02%
197,412
+93
557
$48M 0.02%
1,140,732
+1,114,045
558
$47.7M 0.02%
1,319,283
-24,665
559
$47.7M 0.02%
560,503
-35,762
560
$47.6M 0.02%
1,378,624
+3,714
561
$47.4M 0.02%
603,561
+401,790
562
$47.2M 0.01%
2,282,904
+14,743
563
$47M 0.01%
1,249,508
+1,243,356
564
$47M 0.01%
277,765
+116,276
565
$46.6M 0.01%
861,360
+57,193
566
$46.6M 0.01%
713,356
+663,579
567
$46.6M 0.01%
1,344,523
+38,642
568
$46.5M 0.01%
532,408
+459,086
569
$46.4M 0.01%
546,999
+524,906
570
$46.4M 0.01%
1,775,192
+700,000
571
$46M 0.01%
4,642,460
-13,084
572
$46M 0.01%
2,696,762
-584,518
573
$45.8M 0.01%
1,617,017
+1,295,250
574
$45.6M 0.01%
373,403
+47,295
575
$45.4M 0.01%
1,152,013
-27,566