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
1026
$5.69M ﹤0.01%
+6,037,200
1027
$5.69M ﹤0.01%
+350,250
1028
$5.64M ﹤0.01%
+352,728
1029
$5.63M ﹤0.01%
+130,000
1030
$5.55M ﹤0.01%
+1,058,950
1031
$5.54M ﹤0.01%
+501,100
1032
$5.53M ﹤0.01%
+250,204
1033
$5.5M ﹤0.01%
+1,916,202
1034
$5.46M ﹤0.01%
+355,000
1035
$5.45M ﹤0.01%
+227,040
1036
$5.42M ﹤0.01%
+86,335
1037
$5.41M ﹤0.01%
+203,527
1038
$5.4M ﹤0.01%
+376,574
1039
$5.37M ﹤0.01%
+100,000
1040
$5.36M ﹤0.01%
+6,180
1041
$5.36M ﹤0.01%
+547,560
1042
$5.32M ﹤0.01%
+333,364
1043
$5.31M ﹤0.01%
+72,961
1044
$5.27M ﹤0.01%
+239,680
1045
$5.24M ﹤0.01%
+72,336
1046
$5.23M ﹤0.01%
+216,420
1047
$5.21M ﹤0.01%
+36,000
1048
$5.2M ﹤0.01%
+1,175,300
1049
$5.17M ﹤0.01%
+243,000
1050
$5.11M ﹤0.01%
+164,690