Franklin Resources

Franklin Resources Portfolio holdings

AUM $407B
1-Year Est. Return 27.55%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,440
New
Increased
Reduced
Closed

Top Buys

1 +$293M
2 +$290M
3 +$282M
4
NEE icon
NextEra Energy
NEE
+$230M
5
GM icon
General Motors
GM
+$225M

Top Sells

1 +$418M
2 +$345M
3 +$334M
4
AVGO icon
Broadcom
AVGO
+$322M
5
WDC icon
Western Digital
WDC
+$313M

Sector Composition

1 Technology 24.74%
2 Healthcare 15.7%
3 Financials 10.76%
4 Industrials 9.41%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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2300
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