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
351
$267K 0.01%
5,548
-24,722
352
$265K 0.01%
+9,599
353
$265K 0.01%
7,349
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354
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8,210
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356
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2,645
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357
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2,917
358
$248K 0.01%
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359
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360
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361
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362
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363
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364
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812
365
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366
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367
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368
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369
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371
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372
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373
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374
$222K 0.01%
2,754
-177
375
$218K 0.01%
1,339
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16 17