Franklin Resources provides investment services for individual and institutional investors. At the end of August 2024, Franklin had $1.681 trillion in managed assets, composed primarily of equity (36%), fixed-income (34%), multi-asset/balanced (10%) funds, alternatives (15%) and money market funds (5%). Distribution tends to be weighted equally between retail investors (52% of AUM) and institutional accounts (46%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset
SFBS, EQBK, CRMT, FRT, MRO, CASY, LUNR, CODI, KFY
IVZ
MS, CB
TROW
HRL
Greggory Warren
Sector Strategist