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
$750M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$8.35M
2 +$6.5M
3 +$5.67M
4
C icon
Citigroup
C
+$5.26M
5
AVGO icon
Broadcom
AVGO
+$4.91M

Top Sells

1 +$8.46M
2 +$4.08M
3 +$4.03M
4
EMC
EMC CORPORATION
EMC
+$3.7M
5
EQNR icon
Equinor
EQNR
+$3.47M

Sector Composition

1 Financials 15.46%
2 Healthcare 13.73%
3 Consumer Discretionary 13.44%
4 Industrials 11.18%
5 Technology 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.26M 0.7%
+108,418
52
$5.23M 0.7%
148,232
+873
53
$5.13M 0.68%
44,518
-260
54
$5M 0.67%
20,782
55
$4.91M 0.66%
+1,140,100
56
$4.87M 0.65%
74,704
+5,806
57
$4.84M 0.65%
26,514
-5
58
$4.82M 0.64%
188,449
-144,735
59
$4.69M 0.63%
27,931
-275
60
$4.62M 0.62%
138,660
-13,475
61
$4.58M 0.61%
52,937
-7,839
62
$4.4M 0.59%
88,244
+2,166
63
$4.4M 0.59%
51,139
-6,168
64
$4.34M 0.58%
37,900
+334
65
$4.21M 0.56%
148,830
+1,552
66
$4.11M 0.55%
97,840
+1,249
67
$3.87M 0.52%
116,687
+690
68
$3.85M 0.51%
38,765
+7,070
69
$3.84M 0.51%
131,928
-3,540
70
$3.81M 0.51%
167,915
-153,075
71
$3.63M 0.48%
56,808
-49,146
72
$3.59M 0.48%
91,215
-6,365
73
$3.54M 0.47%
93,192
-106,080
74
$3.53M 0.47%
50,843
-4,909
75
$3.41M 0.45%
170,040
-8,152