IFP

Independent Franchise Partners Portfolio holdings

AUM $15.2B
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$406M
3 +$155M
4
TAP icon
Molson Coors Class B
TAP
+$137M
5
MO icon
Altria Group
MO
+$93.5M

Top Sells

1 +$438M
2 +$388M
3 +$179M
4
ACN icon
Accenture
ACN
+$141M
5
EBAY icon
eBay
EBAY
+$136M

Sector Composition

1 Technology 26.88%
2 Consumer Staples 18.47%
3 Communication Services 17.11%
4 Consumer Discretionary 14.2%
5 Healthcare 13.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-429,690