IFP

Independent Franchise Partners Portfolio holdings

AUM $15.7B
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$148M
3
+$80.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$56.4M
5
SOLV icon
Solventum
SOLV
+$47M

Top Sells

1
+$419M
2
+$214M
3
+$153M
4
AON icon
Aon
AON
+$143M
5
RVTY icon
Revvity
RVTY
+$112M

Sector Composition

1 Communication Services 34.65%
2 Financials 14.82%
3 Healthcare 12.98%
4 Consumer Staples 12.07%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-105,761
27
– –
-697,339
28
– –
-1,067,353
1
2