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
$2.57B
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$18.7M
3
+$7.93M
4
LNG icon
Cheniere Energy
LNG
+$7.59M
5
TSLA icon
Tesla
TSLA
+$6.7M

Top Sells

1
+$57.9M
2
+$12.7M
3
+$11.9M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$10.9M
5
SHW icon
Sherwin-Williams
SHW
+$9.58M

Sector Composition

1 Technology 16.31%
2 Healthcare 8.91%
3 Financials 8.74%
4 Consumer Discretionary 5.46%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$495K 0.02%
+18,853
277
$488K 0.02%
4,304
+849
278
$486K 0.02%
6,115
279
$480K 0.02%
11,281
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280
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5,150
281
$475K 0.02%
5,275
+2
282
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1,725
-3,398
283
$460K 0.02%
6,280
-75
284
$459K 0.02%
+5,015
285
$457K 0.02%
24,200
+4,394
286
$457K 0.02%
2,044
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287
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288
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11,744
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289
$450K 0.02%
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290
$445K 0.02%
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-248
291
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292
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293
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294
$426K 0.02%
2,583
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295
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1,097
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296
$419K 0.02%
5,878
-205
297
$408K 0.02%
2,745
-132
298
$408K 0.02%
+4,735
299
$402K 0.02%
+2,929
300
$402K 0.02%
5,688
-43
10 11
12
13 14