Independent Franchise Partners LLP Portfolio Holdings by Sector

Independent Franchise Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services LYV NWSA FOXA WMG NWS FOX WBD 7 stocks	$3.35 Million 27.22% of portfolio	5	2	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY JNJ 2 stocks	$1.94 Million 15.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$1.07 Million 8.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$1.06 Million 8.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z ZG 2 stocks	$902,455 7.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$791,714 6.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$691,035 5.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$631,847 5.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$587,052 4.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$570,232 4.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$526,444 4.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$175,653 1.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RTO 1 stocks	$3,847 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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