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
$10.6B
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$302M
2 +$140M
3 +$102M
4
ZG icon
Zillow
ZG
+$18.8M

Top Sells

1 +$205M
2 +$118M
3 +$55.7M
4
PM icon
Philip Morris
PM
+$32.4M
5
FOXA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$66.8M 0.63%
1,642,442
-180,939