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
$9.85B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$167M
2 +$117M
3 +$91.8M
4
ADSK icon
Autodesk
ADSK
+$81M
5
CTVA icon
Corteva
CTVA
+$57.4M

Top Sells

1 +$229M
2 +$128M
3 +$101M
4
BKNG icon
Booking.com
BKNG
+$90.4M
5
AAPL icon
Apple
AAPL
+$29.6M

Sector Composition

1 Technology 27.83%
2 Communication Services 24.11%
3 Healthcare 13.85%
4 Consumer Discretionary 9.67%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,857,508