FLPIM

F.L. Putnam Investment Management Portfolio holdings

AUM $6.88B
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.82B
AUM Growth
+$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$25.6M
3
+$21.7M
4
WTRG icon
Essential Utilities
WTRG
+$14.2M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$13.1M

Top Sells

1
+$61.3M
2
+$35M
3
+$28.3M
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$19.3M
5
UNH icon
UnitedHealth
UNH
+$13.5M

Sector Composition

1 Technology 20.42%
2 Financials 8.99%
3 Healthcare 5.43%
4 Consumer Discretionary 5.29%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$214K ﹤0.01%
5,601
552
$214K ﹤0.01%
+4,350
553
$211K ﹤0.01%
+41,558
554
$210K ﹤0.01%
+2,111
555
$210K ﹤0.01%
8,329
-18,263
556
$210K ﹤0.01%
+4,660
557
$208K ﹤0.01%
+424
558
$207K ﹤0.01%
+2,779
559
$207K ﹤0.01%
1,311
-888
560
$206K ﹤0.01%
856
-31
561
$205K ﹤0.01%
+1,560
562
$205K ﹤0.01%
+1,542
563
$203K ﹤0.01%
2,982
-8,675
564
$202K ﹤0.01%
+6,753
565
$202K ﹤0.01%
11,609
+5
566
$190K ﹤0.01%
17,498
-3,130
567
$177K ﹤0.01%
11,716
+921
568
$170K ﹤0.01%
+53,863
569
$146K ﹤0.01%
26,294
+5,508
570
$140K ﹤0.01%
+13,098
571
$131K ﹤0.01%
15,753
+822
572
$107K ﹤0.01%
+37,159
573
$104K ﹤0.01%
25,000
574
$103K ﹤0.01%
20,476
+1,589
575
$84.6K ﹤0.01%
10,323
21 22
23
24 25