IFP
Independent Franchise Partners Portfolio holdings
AUM
$15.7B
1-Year Est. Return
21.44%
This Fund
S&P 500
1 Year Est. Return
+21.44%
AUM
$15.7B
AUM Growth
+$554M
(+3.7%)
Holding
30
Top Buys
| 1 | +$375M | |
| 2 | +$284M | |
| 3 | +$188M | |
| 4 |
Salesforce
CRM
|
+$134M |
| 5 |
Airbnb
ABNB
|
+$122M |
Top Sells
| 1 | +$551M | |
| 2 | +$184M | |
| 3 | +$181M | |
| 4 |
Fox Class A
FOXA
|
+$52.2M |
| 5 |
Oracle
ORCL
|
+$42.5M |
Sector Composition
| 1 | Communication Services | 29.73% |
| 2 | Healthcare | 19.7% |
| 3 | Financials | 15.4% |
| 4 | Consumer Staples | 14.4% |
| 5 | Consumer Discretionary | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
TKO Group
TKO
$17.7B
| $102M | 0.65% |
485,832
-77,284
|
|
||
27
Otis Worldwide
OTIS
$36B
| $93M | 0.59% |
1,064,149
-34,347
|
|
||
28
Electronic Arts
EA
$50.2B
| – | – |
-2,733,751
|
|
||
|
29
Oracle
ORCL
$418B
| – | – |
-151,033
|
|
||
30
Rentokil
RTO
$15.7B
| – | – |
-778,628
|
|