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
976
$7.51M ﹤0.01%
+227,000
977
$7.45M ﹤0.01%
+896,010
978
$7.36M ﹤0.01%
+555,200
979
$7.34M ﹤0.01%
+410,243
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$7.29M ﹤0.01%
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981
$7.28M ﹤0.01%
+141,500
982
$7.26M ﹤0.01%
+77,973
983
$7.25M ﹤0.01%
+139,000
984
$7.08M ﹤0.01%
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$6.8M ﹤0.01%
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995
$6.75M ﹤0.01%
+325,524
996
$6.72M ﹤0.01%
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$6.68M ﹤0.01%
+275,001
998
$6.59M ﹤0.01%
+1,062,788
999
$6.53M ﹤0.01%
+250,000
1000
$6.47M ﹤0.01%
+621,506