FRANKLIN STREET Overview

Franklin Street Advisors Inc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 40 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 550MM in positions, representing 25% of the manager's regulatory AUM.

FRANKLIN STREET StockAlpha

-3.1%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FRANKLIN STREET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.34% Tech 1.31% -0.03% 0 42%
CME 3.36% Financials 18.03% -0.02% 0 15%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FRANKLIN STREET Founders and Key Employees

Name Title In Position Since
Robert C. Eubanks President July-1991
Carol E. Manzon Sec/Tres./Chief Compliance Officer October-1993
Jr W. Thompson Vice President April-2003
William R. Newell Vice President March-2010
Myron R. Teaney Vice President April-2012

FRANKLIN STREET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro

FRANKLIN STREET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Asset Allocation Committee meets periodically to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments.

We have three recommended Strategic Asset Allocation models available for clients - Growth, Moderate and Conservative with Strategic allocations and tactical allocations among Global Equities (Domestic/Non US Developed and Non US Emerging), Real Assets (Natural Resources/Commodities, and Real Estate), Diversifying Assets, and Global Fixed Income (Core, High Yield, and Emerging Market).

In addition to our Strategic Asset Allocation models, Franklin Street Advisors also constructs portfolios for clients with specific investment needs. Examples of specific investment portfolios are: Tax-Exempt Bond portfolios and Small Cap Growth Equity portfolio.

Investing in securities involves r...
Unlock Full Investment Process Description

FRANKLIN STREET Portfolio Concentration

FRANKLIN STREET Location

1450 RALEIGH ROAD
SUITE 300
CHAPEL HILL, North Carolina
UNITED STATES, 27517-8833

FRANKLIN STREET Contact Information

Phone Number: 919-489-2600
Fax Number: 919-490-4415
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A