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 |
Rivian
RIVN
|
+$669M |
| 2 |
Medtronic
MDT
|
+$539M |
| 3 |
AbbVie
ABBV
|
+$440M |
| 4 |
Intel
INTC
|
+$338M |
| 5 |
KKR.PRC
KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock
KKR.PRC
|
+$333M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$913M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$757M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$657M |
| 4 |
Procter & Gamble
PG
|
+$466M |
| 5 |
Sysco
SYY
|
+$418M |
Sector Composition
| 1 | Technology | 24.02% |
| 2 | Healthcare | 16.48% |
| 3 | Financials | 9.84% |
| 4 | Consumer Discretionary | 8.79% |
| 5 | Industrials | 8.36% |
