IFP

Independent Franchise Partners Portfolio holdings

AUM $15.7B
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
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 +$467M
2 +$396M
3 +$154M
4
TAP icon
Molson Coors Class B
TAP
+$145M
5
MO icon
Altria Group
MO
+$99.4M

Top Sells

1 +$413M
2 +$390M
3 +$179M
4
ACN icon
Accenture
ACN
+$146M
5
EBAY icon
eBay
EBAY
+$140M

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