Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q3 2021
Top Holdings25 positions
AON PLC | 3.2M | $903.7M | 7.1% | $199.19 | +38.72% | 5 qtrssince 2020-Q3 | Decreased 0 |
PHILIP MORRIS INTL INC | 9.3M | $882.4M | 6.9% | $58.50 | +28.75% | 11 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP | 22M | $881M | 6.9% | $31.74 | +18.73% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 284,867 | $761.6M | 6.0% | $73.59 | +79.94% | 7 qtrssince 2020-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 12.6M | $746.5M | 5.9% | $44.44 | +9.37% | 9 qtrssince 2019-Q3 | Decreased 0 |
CORTEVA INC | 17M | $716.7M | 5.6% | $4.00 | +49.51% | 8 qtrssince 2019-Q4 | Decreased 0 |
NEWS CORP NEW | 29.6M | $697.4M | 5.5% | $11.48 | +96.14% | 11 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 289,399 | $687M | 5.4% | $68.82 | +34.78% | 11 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 5.8M | $660.8M | 5.2% | $110.31 | -2.54% | 2 qtrssince 2021-Q2 | Increased 73 |
MICROSOFT CORP | 2.3M | $658.8M | 5.2% | $115.46 | +137.57% | 11 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 7.3M | $633.7M | 5.0% | $51.39 | +67.16% | 11 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.4M | $550M | 4.3% | $114.90 | +22.24% | 11 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.3M | $546.9M | 4.3% | $260.20 | +48.08% | 11 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC. | 7.2M | $499.6M | 3.9% | $36.05 | +76.99% | 11 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 3.3M | $474.3M | 3.7% | — | — | 11 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 1.4M | $433.7M | 3.4% | $159.93 | +82.68% | 11 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 18.8M | $379.5M | 3.0% | $12.78 | +16.10% | 11 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 1.8M | $349.8M | 2.7% | $147.62 | +11.37% | 4 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 2.4M | $342.2M | 2.7% | $46.69 | +635.63%as of Oct 16 | 11 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP NEW | 13.6M | $316.6M | 2.5% | $12.68 | +75.74% | 11 qtrssince 2019-Q1 | Increased 55 |
Independent Franchise Partners LLP manages $12.7B across 25 positions as of Q3 2021. Top holdings: AON (7.1%), PM (6.9%), FOXA (6.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added 1 new position, increased 3, trimmed 21. Top move: ICE (INCREASED, conviction 73). Portfolio: $12.7B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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