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
$202B
AUM Growth
-$48.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,539
New
Increased
Reduced
Closed

Top Buys

1 +$420M
2 +$387M
3 +$324M
4
TXN icon
Texas Instruments
TXN
+$310M
5
D icon
Dominion Energy
D
+$263M

Top Sells

1 +$675M
2 +$613M
3 +$518M
4
SRE icon
Sempra
SRE
+$490M
5
DTE icon
DTE Energy
DTE
+$477M

Sector Composition

1 Technology 22.2%
2 Healthcare 17.28%
3 Financials 10.36%
4 Industrials 9.21%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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