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
$201B
AUM Growth
+$5.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,577
New
Increased
Reduced
Closed

Top Buys

1 +$524M
2 +$406M
3 +$382M
4
XOM icon
Exxon Mobil
XOM
+$335M
5
NXPI icon
NXP Semiconductors
NXPI
+$307M

Top Sells

1 +$791M
2 +$780M
3 +$773M
4
LLY icon
Eli Lilly
LLY
+$629M
5
GE icon
GE Aerospace
GE
+$535M

Sector Composition

1 Healthcare 17.42%
2 Technology 15.55%
3 Financials 15.04%
4 Industrials 8.97%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
-8,386