Institutional investor · Portfolio as of Q1 2021
Quarterly Portfolio Change
FRANKLIN RESOURCES INC manages $245.7B across 1969 positions as of Q1 2021. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 168 new positions, 95 exits, 792 increased. No standout high-conviction moves this quarter. Portfolio: $245.7B across 1969 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
No holdings data available for 2021-Q1. This filer may not have filed for this period.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer