IFP
Independent Franchise Partners Portfolio holdings
AUM
$15B
This Quarter Return
-4.59%
1 Year Return
+35.42%
3 Year Return
+78.73%
5 Year Return
+123.25%
10 Year Return
+341.89%
AUM
$11.5B
AUM Growth
+$11.5B
(-3.5%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
60.31%
Holding
26
New
2
Increased
5
Reduced
16
Closed
2
Top Buys
| 1 |
Estee Lauder
EL
|
$373M |
| 2 |
Intercontinental Exchange
ICE
|
$143M |
| 3 |
TKO Group
TKO
|
$138M |
| 4 |
Bristol-Myers Squibb
BMY
|
$128M |
| 5 |
Corteva
CTVA
|
$82M |
Top Sells
| 1 |
Microsoft
MSFT
|
$426M |
| 2 |
Booking.com
BKNG
|
$193M |
| 3 |
WWE
World Wrestling Entertainment
WWE
|
$182M |
| 4 |
RB Global
RBA
|
$11.2M |
| 5 |
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% |