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
676
$27.7M 0.02%
+624,677
677
$27.7M 0.02%
+653,402
678
$27.6M 0.02%
+893,090
679
$27.5M 0.02%
+1,619,435
680
$27.1M 0.02%
+933,720
681
$27.1M 0.02%
+1,468,380
682
$27M 0.02%
+1,467,970
683
$26.5M 0.02%
+4,714,248
684
$26.3M 0.02%
+396,330
685
$26.3M 0.02%
+1,296,706
686
$26.3M 0.02%
+138,500
687
$26.2M 0.02%
+202,800
688
$26.2M 0.01%
+193,917
689
$25.9M 0.01%
+828,120
690
$25.7M 0.01%
+1,201,262
691
$25.6M 0.01%
+1,808,250
692
$25.5M 0.01%
+1,939,200
693
$25.3M 0.01%
+914,600
694
$25.2M 0.01%
+4,976,717
695
$25.1M 0.01%
+296,574
696
$24.7M 0.01%
+2,680,145
697
$24.6M 0.01%
+499,200
698
$24.4M 0.01%
+1,109,600
699
$24.4M 0.01%
+312,260
700
$24.4M 0.01%
+2,146,913