IFP
Independent Franchise Partners Portfolio holdings
AUM
$15B
This Quarter Return
-14.61%
1 Year Return
+35.42%
3 Year Return
+78.73%
5 Year Return
+123.25%
10 Year Return
+341.89%
AUM
$10.6B
AUM Growth
+$10.6B
(-16%)
Cap. Flow
-$82.8M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
56.65%
Holding
26
New
–
Increased
4
Reduced
22
Closed
–
Top Buys
| 1 |
Salesforce
CRM
|
$302M |
| 2 |
TransUnion
TRU
|
$140M |
| 3 |
Zillow
Z
|
$102M |
| 4 |
Zillow
ZG
|
$18.8M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$205M |
| 2 |
Corteva
CTVA
|
$118M |
| 3 |
Johnson & Johnson
JNJ
|
$55.7M |
| 4 |
Philip Morris
PM
|
$32.4M |
| 5 |
Fox Class A
FOXA
|
$21.2M |
Sector Composition
| 1 | Communication Services | 28.08% |
| 2 | Financials | 20.73% |
| 3 | Technology | 14.73% |
| 4 | Healthcare | 13.8% |
| 5 | Consumer Discretionary | 9.51% |