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
576
$39.9M 0.02%
+409,675
577
$39.9M 0.02%
+1,217,692
578
$39.5M 0.02%
+1,344,783
579
$39.2M 0.02%
+3,389,000
580
$39M 0.02%
+2,000,000
581
$38.8M 0.02%
+172,574
582
$38.7M 0.02%
+132,511
583
$38.5M 0.02%
+1,618,887
584
$38.2M 0.02%
+620,167
585
$38M 0.02%
+1,524,200
586
$38M 0.02%
+954,689
587
$37.8M 0.02%
+1,647,866
588
$37.8M 0.02%
+914,260
589
$37.7M 0.02%
+1,172,031
590
$37.4M 0.02%
+222
591
$37M 0.02%
+762,305
592
$36.9M 0.02%
+1,697,974
593
$36.8M 0.02%
+328,626
594
$36.7M 0.02%
+966,698
595
$36.7M 0.02%
+887,720
596
$36.7M 0.02%
+1,034,100
597
$36.7M 0.02%
+595,237
598
$36.5M 0.02%
+6,125,883
599
$36.4M 0.02%
+3,310,230
600
$36.3M 0.02%
+723,640