Franklin Resources Portfolio holdings
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.
Top Buys
| 1 |
CVS Health
CVS
|
$604M |
| 2 |
Occidental Petroleum
OXY
|
$566M |
| 3 |
3M
MMM
|
$474M |
| 4 |
Bristol-Myers Squibb
BMY
|
$431M |
| 5 |
Kraft Heinz
KHC
|
$391M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$835M |
| 2 |
Sempra
SRE
|
$699M |
| 3 |
Merck
MRK
|
$533M |
| 4 |
Cummins
CMI
|
$489M |
| 5 |
UBS Group
UBS
|
$467M |
Sector Composition
| 1 | Healthcare | 16.18% |
| 2 | Technology | 15.88% |
| 3 | Financials | 14.31% |
| 4 | Industrials | 9.16% |
| 5 | Communication Services | 7.18% |