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
$8.11B
AUM Growth
-$1.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$459M
2
+$285M
3
+$264M
4
WWE
World Wrestling Entertainment
WWE
+$108M
5
PM icon
Philip Morris
PM
+$92.4M

Top Sells

1
+$228M
2
+$194M
3
+$183M
4
EFX icon
Equifax
EFX
+$169M
5
SPGI icon
S&P Global
SPGI
+$168M

Sector Composition

1 Technology 25.59%
2 Communication Services 23.25%
3 Healthcare 14.38%
4 Consumer Staples 10.85%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.6M 0.41%
+215,200
27
– –
-2,659,027
28
– –
-411,958
1
2