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FLPIM

F.L. Putnam Investment Management Portfolio holdings

AUM $6.71B
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$921M
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.81M
3
+$5.21M
4
CSCO icon
Cisco
CSCO
+$4.98M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.82M

Top Sells

1
+$15.2M
2
+$12.3M
3
+$10.7M
4
META icon
Meta Platforms (Facebook)
META
+$9.61M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$9.34M

Sector Composition

1 Technology 16.28%
2 Financials 14%
3 Healthcare 13.91%
4 Communication Services 8.76%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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227
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228
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229
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230
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-167,263
231
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-3,777
232
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233
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234
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235
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-5,430
236
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6 7 8 9
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