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
$14B
AUM Growth
+$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$314M
2 +$243M
3 +$137M
4
WBD icon
Warner Bros
WBD
+$137M
5
KVUE icon
Kenvue
KVUE
+$128M

Top Sells

1 +$374M
2 +$324M
3 +$174M
4
AON icon
Aon
AON
+$166M
5
AZPN
Aspen Technology Inc
AZPN
+$130M

Sector Composition

1 Communication Services 37.83%
2 Healthcare 17%
3 Financials 13.38%
4 Consumer Staples 10.29%
5 Materials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-520,184