IFP
Independent Franchise Partners Portfolio holdings
AUM
$15B
This Quarter Return
+12.29%
1 Year Return
+35.42%
3 Year Return
+78.73%
5 Year Return
+123.25%
10 Year Return
+341.89%
AUM
$11.6B
AUM Growth
+$11.6B
(+15%)
Cap. Flow
+$423M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
58.4%
Holding
26
New
1
Increased
21
Reduced
3
Closed
1
Top Buys
| 1 |
CME Group
CME
|
$350M |
| 2 |
Aon
AON
|
$137M |
| 3 |
eBay
EBAY
|
$90.3M |
| 4 |
Oracle
ORCL
|
$49.5M |
| 5 |
Johnson & Johnson
JNJ
|
$14.8M |
Top Sells
| 1 |
Apple
AAPL
|
$183M |
| 2 |
S&P Global
SPGI
|
$141M |
| 3 |
Equifax
EFX
|
$30M |
| 4 |
Altria Group
MO
|
$3.94M |
Sector Composition
| 1 | Technology | 25.4% |
| 2 | Communication Services | 21.95% |
| 3 | Financials | 14.56% |
| 4 | Healthcare | 10.34% |
| 5 | Consumer Discretionary | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Equifax
EFX
$29.3B
| – | – |
-191,437
| Closed | -$30M |
|