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
826
$14M 0.01%
+698,700
827
$14M 0.01%
+1,032,487
828
$14M 0.01%
+1,640,250
829
$14M 0.01%
+1,068,677
830
$13.9M 0.01%
+331,266
831
$13.8M 0.01%
+117,635
832
$13.6M 0.01%
+114,513
833
$13.6M 0.01%
+46,363
834
$13.6M 0.01%
+343,980
835
$13.5M 0.01%
+755,486
836
$13.4M 0.01%
+810,777
837
$13.4M 0.01%
+959,320
838
$13.4M 0.01%
+219,552
839
$13.4M 0.01%
+242,430
840
$13.4M 0.01%
+669,731
841
$13.4M 0.01%
+171,505
842
$13.3M 0.01%
+1,756,602
843
$13.3M 0.01%
+433,300
844
$13.2M 0.01%
+117,630
845
$13.2M 0.01%
+110,125
846
$13.1M 0.01%
+212,500
847
$12.9M 0.01%
+170,100
848
$12.9M 0.01%
+195,700
849
$12.6M 0.01%
+168,106
850
$12.6M 0.01%
+390,000