Franklin Resources

Franklin Resources Portfolio holdings

AUM $407B
1-Year Est. Return 27.52%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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 +$4.19B
2 +$3B
3 +$2.71B
4
JPM icon
JPMorgan Chase
JPM
+$2.38B
5
WFC icon
Wells Fargo
WFC
+$2.28B

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.21%
2 Financials 13.91%
3 Energy 12.12%
4 Technology 10.51%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$15.2M 0.01%
+440,150
802
$15.1M 0.01%
+32,200
803
$15.1M 0.01%
+1,951,240
804
$15.1M 0.01%
+1,021,298
805
$15.1M 0.01%
+267,300
806
$14.9M 0.01%
+237,090
807
$14.7M 0.01%
+312,301
808
$14.7M 0.01%
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809
$14.7M 0.01%
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810
$14.5M 0.01%
+160,114
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$14.5M 0.01%
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$14.5M 0.01%
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$14.5M 0.01%
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$14.2M 0.01%
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$14.2M 0.01%
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$14.2M 0.01%
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$14.1M 0.01%
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$14M 0.01%
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824
$14M 0.01%
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825
$14M 0.01%
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