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

Top Buys

1 +$161M
2 +$115M
3 +$98.5M
4
FOXA icon
Fox Class A
FOXA
+$91.1M
5
CTVA icon
Corteva
CTVA
+$59M

Top Sells

1 +$229M
2 +$148M
3 +$110M
4
BKNG icon
Booking.com
BKNG
+$94.5M
5
AAPL icon
Apple
AAPL
+$34.8M

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