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
$10.1B
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$555M
2 +$204M
3 +$131M
4
IBM icon
IBM
IBM
+$75M
5
CTVA icon
Corteva
CTVA
+$68.1M

Top Sells

1 +$337M
2 +$221M
3 +$216M
4
MSFT icon
Microsoft
MSFT
+$156M
5
EFX icon
Equifax
EFX
+$139M

Sector Composition

1 Technology 27.41%
2 Communication Services 21.67%
3 Financials 13.4%
4 Healthcare 11.23%
5 Consumer Staples 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-973,423