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
$8.86B
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$171M
3
+$143M
4
EBAY icon
eBay
EBAY
+$9.6M

Top Sells

1
+$270M
2
+$172M
3
+$166M
4
PG icon
Procter & Gamble
PG
+$40.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$21.1M

Sector Composition

1 Technology 28.51%
2 Healthcare 25.77%
3 Consumer Staples 18.57%
4 Consumer Discretionary 10.15%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$836M 9.43%
7,724,616
-194,713
2
$703M 7.93%
25,791,232
+5,244,912
3
$658M 7.43%
11,917,584
-3,013,729
4
$622M 7.02%
6,335,693
-1,750,163
5
$585M 6.6%
5,069,296
-68,179
6
$580M 6.55%
14,184,435
-179,172
7
$573M 6.47%
7,904,683
-92,751
8
$512M 5.78%
10,136,364
-145,306
9
$487M 5.5%
10,995,488
+3,863,294
10
$481M 5.43%
4,858,638
-56,391
11
$472M 5.33%
19,778,081
+402,412
12
$445M 5.02%
11,087,681
-89,210
13
$428M 4.83%
8,333,331
+6,310,341
14
$369M 4.16%
8,811,916
-103,187
15
$339M 3.82%
4,114,630
-488,969
16
$333M 3.76%
3,795,233
-42,136
17
$126M 1.43%
939,593
-63,555
18
$118M 1.33%
1,594,259
-3,649,241
19
$114M 1.28%
1,813,018
-114,523
20
$79.6M 0.9%
1,290,889
-86,901