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 NWS FOX LYV WMG 6 stocks	$2.09 Million 21.05% of portfolio	1	5	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY JNJ 2 stocks	$1.42 Million 14.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z ZG 2 stocks	$875,649 8.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$818,982 8.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$740,891 7.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$682,256 6.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$663,938 6.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$640,212 6.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$579,531 5.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$568,600 5.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$538,303 5.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$179,052 1.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology AZPN 1 stocks	$132,678 1.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RTO 1 stocks	$8,615 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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