Franklin Payout 2022 Fund
Franklin Fund Allocator Series

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

May 31, 2021 → Aug 31, 2021

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

Security Shares May 2021 Shares Aug 2021 Δ shares End % Δ value
METLIFE INC SR UNSECURED 12/22 3.048 100,000 0 -100,000 0.00% -$104.09K
Raytheon Co. 50,000 0 -50,000 0.00% -$51.45K
Security Shares May 2021 Shares Aug 2021 Δ shares End % Δ value
Franklin Institutional US Government Money Market Fund 239,146 488,476 249,330 13.36% $249.33K

No positions in this category.

Security Shares May 2021 Shares Aug 2021 Δ shares End % Δ value
US TREASURY NOTE 2.0% 11-30-22 170,000 170,000 0 4.76% -$813
United States Treasury Note/Bond 170,000 170,000 0 4.74% -$654
Federal Home Loan Banks 150,000 150,000 0 4.23% -$837
Federal Home Loan Banks 150,000 150,000 0 4.19% -$711
JPMorgan Chase & Co 100,000 100,000 0 2.82% -$712
International Business Machines Corp. 100,000 100,000 0 2.82% -$735
American Express Co. 100,000 100,000 0 2.82% -$617
CATERPILLAR FINL SVCS CORP 2.55% 11/29/2022 100,000 100,000 0 2.81% -$690
Swiss Re Treasury U.S. Corp. 100,000 100,000 0 2.81% -$460
WALMART INC 2.35% 12/15/2022 100,000 100,000 0 2.81% -$483
TWDC Enterprises 18 Corp 100,000 100,000 0 2.81% -$541
MASSMUTUAL GLOBAL FUNDING II 144A 2.500000% 10/17/2022 100,000 100,000 0 2.81% -$583
COLGATE-PALMOLIVE CO MTN 2.250000% 11/15/2022 100,000 100,000 0 2.80% -$506
BANK OF MONTREAL MTN 2.550000% 11/06/2022 100,000 100,000 0 2.80% -$673
Schlumberger Finance Canada Ltd. 100,000 100,000 0 2.80% -$522
American Express Credit Account Master Trust, Series 2017-7, Class A 100,000 100,000 0 2.80% -$542
UNITED PARCEL SERVICE SR UNSECURED 10/22 2.45 100,000 100,000 0 2.80% -$578
UNH 2.375 10/15/22 100,000 100,000 0 2.80% -$619
PHILIP MORRIS INTL INC SR UNSEC 2.5% 11-02-22 100,000 100,000 0 2.80% -$716
INTL FIN CORP 2% 10/24/2022 100,000 100,000 0 2.79% -$470
INTERNATIONAL BK RECON and DEVEL 1.875% 10/07/2022 100,000 100,000 0 2.79% -$346
General Dynamics Corp. 100,000 100,000 0 2.79% -$552
BANK OF AMERICA CORP 100,000 100,000 0 2.74% -$583
MS 4 7/8 11/01/22 50,000 50,000 0 1.44% -$537
CVS Health Corp. 50,000 50,000 0 1.43% -$505
Equifax, Inc 50,000 50,000 0 1.41% -$397
ABBVIE INC SR UNSEC 2.9% 11-06-22 50,000 50,000 0 1.41% -$350
FISERV INC SR UNSECURED 10/22 3.5 50,000 50,000 0 1.40% -$385
CITIGROUP INC 2.7% 10/27/2022 50,000 50,000 0 1.40% -$278
NetApp, Inc. 50,000 50,000 0 1.40% -$426
PUB SVC EL & GAS SR UNSEC 2.65% 11-15-22 50,000 50,000 0 1.40% -$447
ONEOK PARTNERS LP REGD 3.37500000 50,000 50,000 0 1.40% -$371
Capital One Multi-Asset Execution Trust, Series 2017-A6, Class A6 50,000 50,000 0 1.40% -$260
AEP TEXAS INC SR UNSECURED 10/22 2.4 50,000 50,000 0 1.40% -$192

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