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
701
$24.3M 0.01%
+663,098
702
$24M 0.01%
+1,027,333
703
$23.9M 0.01%
+754,060
704
$23.8M 0.01%
+523,020
705
$23.8M 0.01%
+1,019,940
706
$23.7M 0.01%
+746,466
707
$23.7M 0.01%
+134,772
708
$23.6M 0.01%
+397,985
709
$23.4M 0.01%
+1,096,367
710
$23.4M 0.01%
+1,172,471
711
$23.3M 0.01%
+1,775,600
712
$23.3M 0.01%
+444,422
713
$23.2M 0.01%
+589,624
714
$22.7M 0.01%
+1,877,300
715
$22.6M 0.01%
+1,351,456
716
$22.5M 0.01%
+228,806
717
$22.4M 0.01%
+262,564
718
$21.9M 0.01%
+792,410
719
$21.7M 0.01%
+1,335,050
720
$21.6M 0.01%
+1,451,400
721
$21.4M 0.01%
+318,900
722
$21.2M 0.01%
+987,633
723
$20.9M 0.01%
+229,140
724
$20.7M 0.01%
+1,340,661
725
$20.7M 0.01%
+1,040,444