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
$11.6B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$350M
2 +$137M
3 +$90.3M
4
ORCL icon
Oracle
ORCL
+$49.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.8M

Top Sells

1 +$183M
2 +$141M
3 +$30M
4
MO icon
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 Change
in Stake
Capital Flow
26
-191,437