Independent Franchise Partners LLP Portfolio Holdings by Sector

Independent Franchise Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services FOXA NWSA LYV NWS FOX WMG 6 stocks	$2.86 Million 24.31% of portfolio	5	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY JNJ 2 stocks	$1.72 Million 14.6% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z ZG 2 stocks	$949,282 8.06% of portfolio	-	2	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$939,641 7.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$918,026 7.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$799,585 6.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$724,415 6.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$692,516 5.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$689,632 5.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$589,204 5.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$564,269 4.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$193,397 1.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology AZPN 1 stocks	$129,853 1.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RTO 1 stocks	$7,577 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts

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