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
901
$10.4M 0.01%
+354,019
902
$10.4M 0.01%
+176,424
903
$10.2M 0.01%
+331,802
904
$10.2M 0.01%
+476,456
905
$10.2M 0.01%
+125,225
906
$10M 0.01%
+361,124
907
$10M 0.01%
+1,711,250
908
$10M 0.01%
+243,711
909
$9.96M 0.01%
+110,360
910
$9.96M 0.01%
+354,100
911
$9.95M 0.01%
+1,043,400
912
$9.85M 0.01%
+55,883
913
$9.84M 0.01%
+309,456
914
$9.78M 0.01%
+497,536
915
$9.77M 0.01%
+691,197
916
$9.65M 0.01%
+137,858
917
$9.64M 0.01%
+306,530
918
$9.64M 0.01%
+161,617
919
$9.59M 0.01%
+286,616
920
$9.56M 0.01%
+209,512
921
$9.51M 0.01%
+630,000
922
$9.48M 0.01%
+251,048
923
$9.45M 0.01%
+492,857
924
$9.42M 0.01%
+556,000
925
$9.42M 0.01%
+76,456