IFP
Independent Franchise Partners Portfolio holdings
AUM
$14.3B
1-Year Est. Return
3.49%
This Fund
S&P 500
1 Year Est. Return
+3.49%
AUM
$14.3B
AUM Growth
-$1.43B
(-9.1%)
Holding
27
Top Sells
| 1 | +$701M | |
| 2 | +$219M | |
| 3 | +$160M | |
| 4 |
Estee Lauder
EL
|
+$124M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Otis Worldwide
OTIS
$27.3B
| $77.3M | 0.54% |
1,002,284
-61,865
|
|
||
|
27
RB Global
RBA
$19.7B
| – | – |
-1,151,798
|
|