Titelia

Holdings of Franklin Mutual Shares Fund

Franklin Mutual Series Funds · 50 declared positions · as of Mar 31, 2026

Original filing · Net assets 6.7B $ · Ten largest lines: 28.9 % of the equity sleeve

Sector breakdown

  • Financials 16.4 %
  • Health care 12.9 %
  • Technology 6.5 %
  • Communication 6.4 %
  • Consumer staples 6.0 %
  • Consumer discretionary 5.3 %
  • Industrials 4.6 %
  • Energy 4.5 %
  • Utilities 1.9 %
  • Unattributed 35.5 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 91.5 %
  • CHF 4.3 %
  • GBP 4.2 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 84.8 %
  • CH 4.3 %
  • GB 4.2 %
  • NL 2.9 %
  • IE 2.8 %
  • SG 1.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US425.5B $84.76 %
CH2280.7M $4.34 %
GB2269.4M $4.17 %
NL2185.8M $2.87 %
IE1177.8M $2.75 %
SG171.1M $1.10 %

Positions

CompanySharesValue (USD)Weight
Amazon.com Inc 1,060,014220.8M $3.30 %
Alphabet Inc 743,878213.9M $3.20 %
JPMorgan Chase & Co 724,702213.2M $3.19 %
Chevron Corp 928,933192.2M $2.87 %
Haleon PLC 35,943,104177.9M $2.66 %
Johnson Controls International plc 1,357,590177.8M $2.66 %
Dover Corp 851,790177.6M $2.65 %
Hartford Insurance Group Inc/The 1,233,537166.8M $2.49 %
Ferguson Enterprises Inc 712,874166.3M $2.49 %
Colgate-Palmolive Co 1,903,253162.2M $2.43 %
PNC Financial Services Group Inc/The 753,079156.7M $2.34 %
Thermo Fisher Scientific Inc 312,153153.4M $2.29 %
Progressive Corp/The 772,119153.1M $2.29 %
EOG Resources Inc 1,052,913152.2M $2.28 %
Roche Holding AG 366,441146.2M $2.19 %
Abbott Laboratories 1,380,527141.7M $2.12 %
Reliance Inc 459,796139.7M $2.09 %
SLB Ltd 2,704,513139M $2.08 %
PPL Corp 3,588,871137.1M $2.05 %
Walt Disney Co/The 1,400,106134.9M $2.02 %
Nestle SA 1,371,154134.5M $2.01 %
Cooper Cos Inc/The 1,877,499134.2M $2.01 %
Brixmor Property Group Inc 4,509,491129.9M $1.94 %
PPG Industries Inc 1,208,122129.1M $1.93 %
Novartis AG 838,792128.1M $1.92 %
Merck & Co Inc 1,061,677127.7M $1.91 %
Entergy Corp 1,105,813124.2M $1.86 %
Bank of America Corp 2,517,742122.7M $1.83 %
Dollar General Corp 1,026,738121.9M $1.82 %
Ulta Beauty Inc 233,211121.9M $1.82 %
Arthur J Gallagher & Co 559,988121.3M $1.81 %
Union Pacific Corp 497,059120.6M $1.80 %
General Motors Co 1,613,850120.2M $1.80 %
Cisco Systems, Inc. 1,544,403119.8M $1.79 %
Blackrock Inc 124,194119.4M $1.79 %
Estee Lauder Cos Inc/The 1,523,376109.3M $1.63 %
Adobe Inc 439,833106.9M $1.60 %
Medtronic PLC 1,218,190105.6M $1.58 %
NXP Semiconductors NV 500,78398.6M $1.47 %
Microsoft Corp 261,33496.7M $1.45 %
British American Tobacco PLC 1,576,86991.6M $1.37 %
Capital One Financial Corp 480,97787.7M $1.31 %
AerCap Holdings NV 635,81187.2M $1.30 %
Fiserv Inc 1,536,82985.8M $1.28 %
Apollo Global Management Inc 754,54084.1M $1.26 %
US Foods Holding Corp 815,59775.2M $1.12 %
Flex Ltd 1,086,44371.1M $1.06 %
International Paper Co 1,922,94268.6M $1.03 %
Meta Platforms Inc 111,59463.8M $0.95 %
Elevance Health Inc 114,29833.5M $0.50 %