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
1276
$709K ﹤0.01%
+93,513
1277
$692K ﹤0.01%
+21,324
1278
$692K ﹤0.01%
+7,174
1279
$684K ﹤0.01%
+32,475
1280
$680K ﹤0.01%
+12,471
1281
$679K ﹤0.01%
+13,900
1282
$676K ﹤0.01%
+17,348
1283
$657K ﹤0.01%
+12,300
1284
$653K ﹤0.01%
+17,435
1285
$648K ﹤0.01%
+9,932
1286
$621K ﹤0.01%
+8,390
1287
$599K ﹤0.01%
+8,033
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$587K ﹤0.01%
+14,080
1289
$583K ﹤0.01%
+52,700
1290
$575K ﹤0.01%
+27,700
1291
$569K ﹤0.01%
+17,526
1292
$565K ﹤0.01%
+11,960
1293
$559K ﹤0.01%
+12,591
1294
$548K ﹤0.01%
+197,604
1295
$540K ﹤0.01%
+26,600
1296
$534K ﹤0.01%
+20,173
1297
$532K ﹤0.01%
+389,643
1298
$527K ﹤0.01%
+65,200
1299
$523K ﹤0.01%
+26,100
1300
$519K ﹤0.01%
+12,300