IFP
Independent Franchise Partners Portfolio holdings
AUM
$15B
This Quarter Return
-7.98%
1 Year Return
+35.42%
3 Year Return
+78.73%
5 Year Return
+123.25%
10 Year Return
+341.89%
AUM
$9.51B
AUM Growth
+$9.51B
(-11%)
Cap. Flow
+$152M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
57.18%
Holding
26
New
–
Increased
5
Reduced
20
Closed
1
Top Buys
| 1 |
Oracle
ORCL
|
$116M |
| 2 |
TransUnion
TRU
|
$74.6M |
| 3 |
Zillow
Z
|
$5.17M |
| 4 |
Zillow
ZG
|
$279K |
Top Sells
| 1 |
Corteva
CTVA
|
$80.9M |
| 2 |
Johnson & Johnson
JNJ
|
$67.9M |
| 3 |
TMX
Terminix Global Holdings, Inc.
TMX
|
$66.8M |
| 4 |
Accenture
ACN
|
$29.7M |
| 5 |
Bristol-Myers Squibb
BMY
|
$24.3M |
Sector Composition
| 1 | Communication Services | 28.96% |
| 2 | Financials | 21.08% |
| 3 | Technology | 15.24% |
| 4 | Healthcare | 13.27% |
| 5 | Consumer Discretionary | 9.52% |