Franklin Resources Inc.
Annual return
—
SPY
—
Alpha
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Invested
$816.6B
Holdings
3,139
Trades YTD
9
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 536.2k shares)
4.3%
02
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 189.1k shares)
3.6%
03
$AAPL
APPLE INC
Q1 2026: Sold 99.4% (267.5k → 1.6k shares)
3.1%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 99.4% (197.2k → 1.2k shares)
2.8%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 22.1% (115.0k → 89.5k shares)
2.6%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +46.0% (63.5k → 92.6k shares)
2.2%
07
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 42.9% (124.4k → 71.0k shares)
1.8%
08
$META
META PLATFORMS INC
Q1 2026: Exited (was 47.3k shares)
1.4%
09
$GOOG
ALPHABET INC
Q1 2026: Exited (was 118.5k shares)
1.3%
10
$CSCO
CISCO SYS INC
Q1 2026: Exited (was 187.5k shares)
1.1%
Recent trades · Last 90 days
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 05:48 UTC.