IFP
Independent Franchise Partners Portfolio holdings
AUM
$15B
1-Year Return
35.42%
This Quarter Return
+6.92%
1 Year Return
+35.42%
3 Year Return
+78.73%
5 Year Return
+123.25%
10 Year Return
+341.89%
AUM
$14B
AUM Growth
+$700M
(+5.3%)
Cap. Flow
-$180M
Cap. Flow
% of AUM
-1.28%
Top 10 Holdings %
Top 10 Hldgs %
60.81%
Holding
26
New
1
Increased
17
Reduced
7
Closed
1
Top Buys
| 1 |
Solventum
SOLV
|
$321M |
| 2 |
Warner Music
WMG
|
$235M |
| 3 |
Warner Bros
WBD
|
$140M |
| 4 |
Kenvue
KVUE
|
$138M |
| 5 |
Live Nation Entertainment
LYV
|
$131M |
Top Sells
| 1 |
RB Global
RBA
|
$393M |
| 2 |
Philip Morris
PM
|
$364M |
| 3 |
Fox Class A
FOXA
|
$186M |
| 4 |
Aon
AON
|
$173M |
| 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% |