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
1226
$1.11M ﹤0.01%
+7,920
1227
$1.1M ﹤0.01%
+12,000
1228
$1.09M ﹤0.01%
+71,800
1229
$1.08M ﹤0.01%
+84,288
1230
$1.08M ﹤0.01%
+5,150
1231
$1.08M ﹤0.01%
+43,205
1232
$1.04M ﹤0.01%
+30,250
1233
$1.02M ﹤0.01%
+9,353
1234
$1.01M ﹤0.01%
+73,998
1235
$1M ﹤0.01%
+25,195
1236
$1M ﹤0.01%
+143,700
1237
$1M ﹤0.01%
+17,990
1238
$974K ﹤0.01%
+19,300
1239
$973K ﹤0.01%
+27,386
1240
$971K ﹤0.01%
+46,200
1241
$967K ﹤0.01%
+32,900
1242
$960K ﹤0.01%
+66,276
1243
$958K ﹤0.01%
+9,400
1244
$957K ﹤0.01%
+19,021
1245
$956K ﹤0.01%
+23,500
1246
$954K ﹤0.01%
+34,510
1247
$950K ﹤0.01%
+83,300
1248
$887K ﹤0.01%
+32,260
1249
$887K ﹤0.01%
+24,475
1250
$875K ﹤0.01%
+22,900