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IFP

Independent Franchise Partners Portfolio holdings

AUM $14.3B
1-Year Est. Return 3.49%
This Fund
S&P 500
This Quarter Est. Return
-8.89%
1 Year Est. Return
+3.49%
3 Year Est. Return
+55.26%
5 Year Est. Return
+61.47%
10 Year Est. Return
+309.34%
AUM
$14.3B
AUM Growth
-$1.43B
Cap. Flow
+$59.6M
Cap. Flow %
0.42%
Top 10 Hldgs %
61.35%
Holding
27
New
–
Increased
15
Reduced
11
Closed
1

Top Buys

1
CRM icon
Salesforce
CRM
+$725M
2
IT icon
Gartner
IT
+$238M
3
TRU icon
TransUnion
TRU
+$229M
4
AON icon
Aon
AON
+$157M
5
Z icon
Zillow
Z
+$119M

Top Sells

1
CTVA icon
Corteva
CTVA
+$701M
2
PM icon
Philip Morris
PM
+$219M
3
JNJ icon
Johnson & Johnson
JNJ
+$160M
4
EL icon
Estee Lauder
EL
+$124M
5
RBA icon
RB Global
RBA
+$118M

Sector Composition

1 Communication Services 28.05%
2 Healthcare 21.3%
3 Financials 17.84%
4 Consumer Staples 12.23%
5 Technology 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
26
Otis Worldwide
OTIS
$27.8B
$77.3M 0.54%
1,002,284
-61,865
-6% -$5.41M
RBA icon
27
RB Global
RBA
$20.3B
– –
-1,151,798
Closed -$118M
1
2

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X
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