Independent Franchise Partners

Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are EBAY, Accenture, MSFT, ORCL, JNJ, and represent 37.99% of Independent Franchise Partners's stock portfolio.
  • Added to shares of these 10 stocks: HOG (+$135.75M), EBAY (+$131.00M), TAP (+$83.03M), Twenty-first Century Fox (+$53.79M), Accenture (+$30.10M), ORCL (+$29.50M), News (+$26.60M), MRK (+$26.25M), JNJ (+$22.58M), TWX (+$19.09M).
  • Reduced shares in these 5 stocks: RAI (-$231.68M), AAPL (-$203.10M), S&p Global (-$189.95M), Zoetis Inc Cl A (-$125.14M), Transunion.
  • Sold out of its positions in RAI.
  • Independent Franchise Partners was a net seller of stock by $125.99M.
  • Independent Franchise Partners has $11.16B in assets under management (AUM), growing by 0.12%.

Companies in the Independent Franchise Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
eBay (EBAY) 7.83 22.73M +17% 38.46
Accenture 7.62 6.29M +3% 135.07
Microsoft Corporation (MSFT) 7.53 11.28M 74.49
Oracle Corporation (ORCL) 7.52 17.35M +3% 48.35
Johnson & Johnson (JNJ) 7.49 6.43M +2% 130.01
Twenty-first Century Fox 6.71 28.39M +7% 26.38
Time Warner (TWX) 6.21 6.77M +2% 102.45
Merck & Co (MRK) 5.54 9.66M +4% 64.03
S&p Global 5.28 3.77M -24% 156.31
Apple (AAPL) 5.05 3.65M -26% 154.12
Abbott Laboratories (ABT) 4.79 10.02M 53.36
Molson Coors Brewing Company (TAP) 4.51 6.16M +19% 81.64
Monsanto Company (MON) 4.49 4.19M 119.82
Zoetis Inc Cl A 3.81 6.68M -22% 63.76
Philip Morris International (PM) 3.78 3.80M +2% 111.01
Harley-Davidson (HOG) 3.50 8.10M +53% 48.21
Mondelez Int 3.24 8.88M +2% 40.66
Altria (MO) 1.42 2.50M +2% 63.42
Kimberly-Clark Corporation (KMB) 1.22 1.16M +3% 117.68
Dentsply Sirona 0.87 1.62M +4% 59.81
Transunion 0.77 1.83M 47.26
News 0.63 5.33M +60% 13.26
News Corp Class B cos 0.18 1.45M +21% 13.65

Past 13F-HR SEC Filings by Independent Franchise Partners

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