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
$2.95B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$12.5M
3 +$9.28M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$8.32M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.94M

Top Sells

1 +$21.3M
2 +$18.5M
3 +$11.3M
4
GM icon
General Motors
GM
+$4.71M
5
SYY icon
Sysco
SYY
+$4.36M

Sector Composition

1 Technology 15.66%
2 Financials 9.72%
3 Healthcare 8.16%
4 Communication Services 5.86%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$152K 0.01%
+1,620
402
$88K ﹤0.01%
+10,110
403
$72K ﹤0.01%
208
404
$67K ﹤0.01%
+33
405
-11,205
406
-4,696
407
-11,476
408
-4,465
409
-3,715
410
-1,028
411
-10,776
412
-3,148
413
-350
414
-616
415
-11,619
416
-5,914
417
-8,798
418
-12,101
419
-22,960
420
-9,060
421
-25,882
422
-16,197
423
-3,700
424
-2,252