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
$10B
AUM Growth
+$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$497M
2
+$117M
3
+$44.2M
4
ACN icon
Accenture
ACN
+$39.9M
5
AAPL icon
Apple
AAPL
+$14.3M

Top Sells

1
+$186M
2
+$164M
3
+$121M
4
MRK icon
Merck
MRK
+$95.5M
5
MSFT icon
Microsoft
MSFT
+$42.5M

Sector Composition

1 Technology 28.21%
2 Healthcare 23.11%
3 Consumer Staples 17.45%
4 Consumer Discretionary 11.04%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$862M 8.62%
30,511,416
+505,916
2
$728M 7.28%
6,166,691
-1,391,772
3
$674M 6.74%
11,706,046
-737,513
4
$671M 6.71%
5,496,023
+326,538
5
$644M 6.44%
19,589,340
-3,674,447
6
$636M 6.35%
5,022,450
+80,629
7
$615M 6.14%
15,649,542
+1,124,899
8
$593M 5.93%
6,103,247
+108,343
9
$591M 5.91%
11,361,033
+177,286
10
$520M 5.2%
8,732,401
-1,603,121
11
$497M 4.96%
+20,509,015
12
$464M 4.64%
5,834,288
-2,339,845
13
$460M 4.6%
8,745,188
+127,052
14
$422M 4.22%
4,129,184
+78,486
15
$386M 3.86%
8,796,259
+134,909
16
$386M 3.86%
9,127,135
+157,032
17
$384M 3.84%
4,277,830
+81,713
18
$135M 1.35%
1,067,163
+74,955
19
$131M 1.31%
2,067,133
+145,534
20
$117M 1.17%
+2,490,338
21
$87.2M 0.87%
1,467,647
+104,218