Independent Franchise Partners, LLP
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JNJ, ORCL, MSFT, Twenty-first Century Fox, and represent 35.66% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 2 stocks: TWX (+$54.60M), Transunion.
- Reduced shares in these 10 stocks: PM (-$264.66M), AAPL (-$127.28M), MSFT (-$52.71M), HOG (-$23.69M), Twenty-first Century Fox (-$15.19M), ORCL (-$14.87M), JNJ (-$13.42M), S&p Global (-$13.14M), Accenture (-$12.55M), Zoetis Inc Cl A (-$12.19M).
- Independent Franchise Partners was a net seller of stock by $550.59M.
- Independent Franchise Partners has $10.47B in assets under management (AUM), growing by 5.09%.
Independent Franchise Partners portfolio companies for March 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| Apple (AAPL) | 7.63 | 5.56M -13.00% | 143.66 | 146.28 |
| Johnson & Johnson (JNJ) | 7.21 | 6.06M | 124.55 | 136.43 |
| Oracle Corporation (ORCL) | 7.09 | 16.64M | 44.61 | 50.95 |
| Microsoft Corporation (MSFT) | 6.92 | 11.00M -6.00% | 65.86 | 71.21 |
| Twenty-first Century Fox | 6.82 | 22.04M -2.00% | 32.39 | 0.00 |
| Accenture | 6.22 | 5.43M | 119.88 | 0.00 |
| S&p Global | 6.19 | 4.95M | 130.74 | 0.00 |
| Time Warner (TWX) | 6.05 | 6.49M +9.00% | 97.71 | 99.70 |
| Zoetis Inc Cl A | 5.71 | 11.20M | 53.37 | 0.00 |
| eBay (EBAY) | 5.27 | 16.42M | 33.57 | 35.57 |
| Merck & Co (MRK) | 4.99 | 8.23M | 63.54 | 66.16 |
| Philip Morris International (PM) | 4.87 | 4.52M -34.00% | 112.90 | 119.56 |
| Monsanto Company (MON) | 4.41 | 4.08M | 113.20 | 117.02 |
| Abbott Laboratories (ABT) | 4.14 | 9.75M -2.00% | 44.41 | 49.08 |
| Procter & Gamble Company (PG) | 3.63 | 4.23M | 89.85 | 89.42 |
| Mondelez Int | 3.56 | 8.66M -2.00% | 43.08 | 0.00 |
| Harley-Davidson (HOG) | 3.03 | 5.25M -6.00% | 60.50 | 55.54 |
| Reynolds American (RAI) | 1.92 | 3.18M | 63.02 | 65.65 |
| Altria (MO) | 1.61 | 2.37M | 71.42 | 76.49 |
| Kimberly-Clark Corporation (KMB) | 1.37 | 1.09M | 131.63 | 132.30 |
| Dentsply Sirona | 0.89 | 1.49M | 62.44 | 0.00 |
| Transunion | 0.48 | 1.31M +2.00% | 38.35 | 0.00 |
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Past 13F-HR SEC Filings for Independent Franchise Partners
- Independent Franchise Partners 2016 Q4 filed Jan. 27, 2017
- Independent Franchise Partners 2016 Q3 filed Nov. 1, 2016
- Independent Franchise Partners 2016 Q2 filed Aug. 3, 2016
- Independent Franchise Partners 2016 Q1 filed May 9, 2016
- Independent Franchise Partners 2015 Q4 filed Jan. 28, 2016
- Independent Franchise Partners 2015 Q3 filed Nov. 3, 2015
- Independent Franchise Partners 2015 Q2 filed July 29, 2015
- Independent Franchise Partners 2015 Q1 filed April 30, 2015
- Independent Franchise Partners 2014 Q4 filed Feb. 3, 2015
- Independent Franchise Partners 2014 Q3 filed Oct. 31, 2014
- Independent Franchise Partners 2014 Q2 filed Aug. 1, 2014
- Independent Franchise Partners 2014 Q1 filed April 28, 2014
- Independent Franchise Partners 2013 Q3 filed Oct. 29, 2013
- Independent Franchise Partners 2013 Q2 filed July 30, 2013
- Independent Franchise Partners 2013 Q1 filed April 18, 2013
- Independent Franchise Partners 2012 Q4 filed Feb. 1, 2013
- Independent Franchise Partners 2012 Q3 filed Oct. 26, 2012
- Independent Franchise Partners 2012 Q2 filed Aug. 1, 2012
- Independent Franchise Partners 2012 Q1 filed May 3, 2012