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
$188B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,520
New
Increased
Reduced
Closed

Top Buys

1 +$799M
2 +$410M
3 +$378M
4
JPM icon
JPMorgan Chase
JPM
+$312M
5
INTC icon
Intel
INTC
+$294M

Top Sells

1 +$634M
2 +$420M
3 +$395M
4
SLB icon
SLB Limited
SLB
+$391M
5
JNJ icon
Johnson & Johnson
JNJ
+$293M

Sector Composition

1 Healthcare 15.26%
2 Financials 13.4%
3 Energy 12.22%
4 Technology 10.84%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
-333,364
1477
-10,000
1478
-354,280
1479
-90,354,445
1480
-136,726
1481
-4,640
1482
-772,753