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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
$1.68B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$9.26M
3
+$7.92M
4
HLI icon
Houlihan Lokey
HLI
+$7.9M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$6.77M

Top Sells

1
+$7.27M
2
+$6.43M
3
+$4.04M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.87M
5
TFC icon
Truist Financial
TFC
+$3.72M

Sector Composition

1 Technology 21.81%
2 Healthcare 10.76%
3 Financials 10.42%
4 Consumer Discretionary 7.83%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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302
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304
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-9,811
305
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307
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-6,651
308
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312
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-63,224
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