FLPIM

F.L. Putnam Investment Management Portfolio holdings

AUM $6.88B
1-Year Est. Return 22.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$9.69M
3 +$6.87M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$6.62M
5
SCHW icon
Charles Schwab
SCHW
+$5.32M

Top Sells

1 +$7.6M
2 +$6.79M
3 +$6.58M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.64M
5
TMUS icon
T-Mobile US
TMUS
+$5.22M

Sector Composition

1 Technology 17.98%
2 Financials 9.29%
3 Healthcare 8.19%
4 Consumer Discretionary 5.78%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-15,563