FLPIM

F.L. Putnam Investment Management Portfolio holdings

AUM $6.69B
1-Year Est. Return 20.82%
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$4.47M
3
+$3.7M
4
HCA icon
HCA Healthcare
HCA
+$3.2M
5
SYY icon
Sysco
SYY
+$2.44M

Top Sells

1
+$5.89M
2
+$3.87M
3
+$3.6M
4
META icon
Meta Platforms (Facebook)
META
+$3.36M
5
CMI icon
Cummins
CMI
+$3.17M

Sector Composition

1 Financials 15.98%
2 Technology 14.39%
3 Healthcare 10.29%
4 Communication Services 9.37%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-19,544
227
– –
-10,943
228
– –
-12,677
229
– –
-4,300
230
– –
-9,028
231
– –
-1,088
232
– –
-17,758
233
– –
-1,234
234
– –
-23,800
235
– –
-15,599
236
– –
-5,105
237
– –
-30,380
238
– –
-2,783
239
– –
-11,780
240
– –
-1,150
241
– –
-18,930
242
– –
-7,281
243
– –
-13,741
244
– –
-4,014
245
– –
-7,095
246
– –
-1,046
247
– –
-5,898
6 7 8 9
10