Franklin Resources

Franklin Resources Portfolio holdings

AUM $377B
1-Year Est. Return 21.84%
 

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
+21.84%
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
1376
$201K ﹤0.01%
+5,240
1377
$183K ﹤0.01%
+3,026
1378
$176K ﹤0.01%
+12,000
1379
$167K ﹤0.01%
+13,000
1380
$159K ﹤0.01%
+11,733
1381
$159K ﹤0.01%
+22,450
1382
$156K ﹤0.01%
+14,453
1383
$153K ﹤0.01%
+11,143
1384
$118K ﹤0.01%
+11,581
1385
$116K ﹤0.01%
+18,337
1386
$108K ﹤0.01%
+3,433
1387
$105K ﹤0.01%
+20,000
1388
$103K ﹤0.01%
+11,034
1389
$77K ﹤0.01%
+11,137
1390
$74K ﹤0.01%
+14,414
1391
$49K ﹤0.01%
+1,145
1392
$49K ﹤0.01%
+10,000
1393
$39K ﹤0.01%
+10,000
1394
$36K ﹤0.01%
+4,000
1395
$11K ﹤0.01%
+22,600
1396
$8K ﹤0.01%
+17,700
1397
$7K ﹤0.01%
+155