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
$11.5B
AUM Growth
-$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$373M
2 +$143M
3 +$138M
4
BMY icon
Bristol-Myers Squibb
BMY
+$128M
5
CTVA icon
Corteva
CTVA
+$82M

Top Sells

1 +$426M
2 +$193M
3 +$182M
4
RBA icon
RB Global
RBA
+$11.2M
5
PM icon
Philip Morris
PM
+$7.42M

Sector Composition

1 Communication Services 26.58%
2 Financials 19.51%
3 Technology 11.25%
4 Healthcare 10.68%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,674,849