Independent Franchise Partners as of Sept. 30, 2012
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 23 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraft Foods | 8.2 | $366M | 8.8M | 41.35 | |
| McGraw-Hill Companies | 7.9 | $354M | 6.5M | 54.59 | |
| Johnson & Johnson (JNJ) | 7.4 | $331M | 4.8M | 68.91 | |
| Philip Morris International (PM) | 7.3 | $323M | 3.6M | 89.94 | |
| Moody's Corporation (MCO) | 6.7 | $299M | 6.8M | 44.17 | |
| Procter & Gamble Company (PG) | 6.7 | $298M | 4.3M | 69.36 | |
| Kellogg Company (K) | 5.9 | $263M | 5.1M | 51.66 | |
| Accenture (ACN) | 5.7 | $251M | 3.6M | 70.03 | |
| Scotts Miracle-Gro Company (SMG) | 5.5 | $245M | 5.6M | 43.47 | |
| Microsoft Corporation (MSFT) | 5.5 | $243M | 8.2M | 29.78 | |
| Apple (AAPL) | 5.5 | $243M | 363k | 667.26 | |
| eBay (EBAY) | 5.1 | $226M | 4.7M | 48.41 | |
| Colgate-Palmolive Company (CL) | 4.9 | $219M | 2.0M | 107.22 | |
| Msci (MSCI) | 4.2 | $187M | 5.2M | 35.79 | |
| Verisk Analytics (VRSK) | 3.6 | $163M | 3.4M | 47.61 | |
| Coach | 3.0 | $132M | 2.4M | 56.02 | |
| Pepsi (PEP) | 1.3 | $59M | 827k | 70.77 | |
| Kimberly-Clark Corporation (KMB) | 1.2 | $55M | 635k | 85.78 | |
| General Mills (GIS) | 1.2 | $52M | 1.3M | 39.85 | |
| Reynolds American | 1.0 | $43M | 995k | 43.34 | |
| DENTSPLY International | 0.9 | $39M | 1.0M | 38.14 | |
| Brown-Forman Corporation (BF.B) | 0.8 | $38M | 576k | 65.25 | |
| Strayer Education | 0.6 | $25M | 387k | 64.35 |
