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
951
$8.26M ﹤0.01%
+203,448
952
$8.25M ﹤0.01%
+103,710
953
$8.18M ﹤0.01%
+617,356
954
$8.15M ﹤0.01%
+349,246
955
$8.1M ﹤0.01%
+150,000
956
$8.1M ﹤0.01%
+53,440
957
$8.05M ﹤0.01%
+381,400
958
$8.04M ﹤0.01%
+578,012
959
$7.98M ﹤0.01%
+324,500
960
$7.92M ﹤0.01%
+655,538
961
$7.89M ﹤0.01%
+161,325
962
$7.84M ﹤0.01%
+455,000
963
$7.81M ﹤0.01%
+704,900
964
$7.79M ﹤0.01%
+51,517
965
$7.76M ﹤0.01%
+190,000
966
$7.74M ﹤0.01%
+159,798
967
$7.72M ﹤0.01%
+373,117
968
$7.7M ﹤0.01%
+521,000
969
$7.65M ﹤0.01%
+430,545
970
$7.64M ﹤0.01%
+491,869
971
$7.64M ﹤0.01%
+421,253
972
$7.62M ﹤0.01%
+299,068
973
$7.59M ﹤0.01%
+113,296
974
$7.58M ﹤0.01%
+50,000
975
$7.55M ﹤0.01%
+1,874,272