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
1351
$301K ﹤0.01%
+4,640
1352
$285K ﹤0.01%
+250,000
1353
$283K ﹤0.01%
+17,864
1354
$282K ﹤0.01%
+5,500
1355
$275K ﹤0.01%
+7,400
1356
$272K ﹤0.01%
+5,432
1357
$271K ﹤0.01%
+16,600
1358
$261K ﹤0.01%
+4,844
1359
$259K ﹤0.01%
+18,180
1360
$257K ﹤0.01%
+10,435
1361
$252K ﹤0.01%
+6,585
1362
$247K ﹤0.01%
+13,021
1363
$242K ﹤0.01%
+1,300
1364
$240K ﹤0.01%
+11,513
1365
$240K ﹤0.01%
+52,100
1366
$238K ﹤0.01%
+8,757
1367
$232K ﹤0.01%
+11,150
1368
$222K ﹤0.01%
+8,000
1369
$221K ﹤0.01%
+4,375
1370
$221K ﹤0.01%
+1,485
1371
$207K ﹤0.01%
+14,113
1372
$205K ﹤0.01%
+6,000
1373
$204K ﹤0.01%
+4,175
1374
$202K ﹤0.01%
+5,597
1375
$201K ﹤0.01%
+2,656