IFP
Independent Franchise Partners Portfolio holdings
AUM
$15B
1-Year Return
35.42%
This Quarter Return
+0.25%
1 Year Return
+35.42%
3 Year Return
+78.73%
5 Year Return
+123.25%
10 Year Return
+341.89%
AUM
$11.3B
AUM Growth
-$526M
(-4.5%)
Cap. Flow
-$572M
Cap. Flow
% of AUM
-5.08%
Top 10 Holdings %
Top 10 Hldgs %
69.21%
Holding
26
New
1
Increased
8
Reduced
14
Closed
3
Top Buys
| 1 |
Equifax
EFX
|
+$458M |
| 2 |
Chipotle Mexican Grill
CMG
|
+$406M |
| 3 |
TWX
Time Warner Inc
TWX
|
+$155M |
| 4 |
Molson Coors Class B
TAP
|
+$137M |
| 5 |
Altria Group
MO
|
+$93.5M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$438M |
| 2 |
Abbott
ABT
|
+$388M |
| 3 |
Microsoft
MSFT
|
+$179M |
| 4 |
Accenture
ACN
|
+$141M |
| 5 |
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% |