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
$12.7B
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$199M
3
+$103M
4
NWSA icon
News Corp Class A
NWSA
+$25.9M
5
NWS icon
News Corp Class B
NWS
+$8.45M

Top Sells

1
+$382M
2
+$342M
3
+$252M
4
MSFT icon
Microsoft
MSFT
+$198M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$183M

Sector Composition

1 Communication Services 29.11%
2 Financials 22.11%
3 Healthcare 12.3%
4 Technology 10.71%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$85.4M 0.67%
1,802,164
-26,276
27
– –
-2,418,147
1
2