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
1201
$1.51M ﹤0.01%
+144,000
1202
$1.48M ﹤0.01%
+22,881
1203
$1.47M ﹤0.01%
+33,700
1204
$1.47M ﹤0.01%
+7,883
1205
$1.45M ﹤0.01%
+19,925
1206
$1.45M ﹤0.01%
+80,291
1207
$1.39M ﹤0.01%
+32,080
1208
$1.37M ﹤0.01%
+36,820
1209
$1.37M ﹤0.01%
+88,491
1210
$1.36M ﹤0.01%
+455,000
1211
$1.36M ﹤0.01%
+20,686
1212
$1.35M ﹤0.01%
+104,720
1213
$1.32M ﹤0.01%
+860,200
1214
$1.32M ﹤0.01%
+624,075
1215
$1.3M ﹤0.01%
+35,400
1216
$1.24M ﹤0.01%
+94,145
1217
$1.22M ﹤0.01%
+23,032
1218
$1.22M ﹤0.01%
+55,644
1219
$1.2M ﹤0.01%
+60,020
1220
$1.19M ﹤0.01%
+69,862
1221
$1.18M ﹤0.01%
+35,839
1222
$1.16M ﹤0.01%
+127,000
1223
$1.16M ﹤0.01%
+25,925
1224
$1.15M ﹤0.01%
+22,115
1225
$1.12M ﹤0.01%
+12,376