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
326
$322K 0.01%
+5,777
327
$321K 0.01%
4,273
-1,877
328
$312K 0.01%
1,064
-51
329
$312K 0.01%
2,918
+134
330
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2,834
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331
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10,042
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332
$307K 0.01%
792
333
$300K 0.01%
13,572
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334
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335
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5,400
336
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1,164
-14
337
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6,366
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338
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339
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340
$283K 0.01%
16,752
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341
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342
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345
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346
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2,280
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347
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2,373
+98
348
$269K 0.01%
6,467
+3
349
$268K 0.01%
5,409
350
$268K 0.01%
927
-26
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14
15 16