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
1176
$1.93M ﹤0.01%
+30,545
1177
$1.86M ﹤0.01%
+52,285
1178
$1.86M ﹤0.01%
+57,191
1179
$1.86M ﹤0.01%
+178,900
1180
$1.86M ﹤0.01%
+68,000
1181
$1.83M ﹤0.01%
+42,150
1182
$1.8M ﹤0.01%
+140,000
1183
$1.78M ﹤0.01%
+158,500
1184
$1.77M ﹤0.01%
+36,525
1185
$1.75M ﹤0.01%
+71,300
1186
$1.71M ﹤0.01%
+56,974
1187
$1.7M ﹤0.01%
+55,244
1188
$1.7M ﹤0.01%
+151,800
1189
$1.66M ﹤0.01%
+36,597
1190
$1.62M ﹤0.01%
+257,700
1191
$1.61M ﹤0.01%
+66,750
1192
$1.61M ﹤0.01%
+54,427
1193
$1.61M ﹤0.01%
+30,280
1194
$1.59M ﹤0.01%
+26,123
1195
$1.59M ﹤0.01%
+47,949
1196
$1.58M ﹤0.01%
+24,560
1197
$1.58M ﹤0.01%
+61,900
1198
$1.57M ﹤0.01%
+75,490
1199
$1.53M ﹤0.01%
+27,502
1200
$1.52M ﹤0.01%
+1,337,149