IFP

Independent Franchise Partners Portfolio holdings

AUM $15B
1-Year Est. Return 35.42%
This Quarter Est. Return
1 Year Est. Return
+35.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$383M
3 +$238M
4
EA icon
Electronic Arts
EA
+$196M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$50.6M

Top Sells

1 +$407M
2 +$275M
3 +$197M
4
MO icon
Altria Group
MO
+$85.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$55.8M

Sector Composition

1 Communication Services 29.78%
2 Financials 21.11%
3 Healthcare 13.17%
4 Technology 12.44%
5 Consumer Discretionary 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$83.2M 0.66%
1,823,381
-125,903
27
-1,780,163
28
-1,802,164