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
926
$9.41M 0.01%
+287,300
927
$9.16M 0.01%
+156,550
928
$9.15M 0.01%
+572,481
929
$9.1M 0.01%
+255,544
930
$9.09M 0.01%
+237,089
931
$9.07M 0.01%
+230,869
932
$9.05M 0.01%
+68,089
933
$9.01M 0.01%
+200,000
934
$8.94M 0.01%
+86,270
935
$8.92M 0.01%
+613,573
936
$8.91M 0.01%
+148,590
937
$8.89M 0.01%
+181,200
938
$8.88M 0.01%
+189,321
939
$8.88M 0.01%
+175,670
940
$8.88M 0.01%
+174,773
941
$8.84M 0.01%
+1,080,249
942
$8.81M 0.01%
+284,000
943
$8.57M ﹤0.01%
+263,950
944
$8.54M ﹤0.01%
+131,473
945
$8.5M ﹤0.01%
+479,900
946
$8.43M ﹤0.01%
+168,473
947
$8.4M ﹤0.01%
+2,239,867
948
$8.38M ﹤0.01%
+171,790
949
$8.32M ﹤0.01%
+600,000
950
$8.32M ﹤0.01%
+220,120