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
$2.75B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$13.4M
3 +$10.3M
4
KR icon
Kroger
KR
+$8.14M
5
MRK icon
Merck
MRK
+$6.13M

Top Sells

1 +$55.1M
2 +$7.31M
3 +$6.57M
4
UNP icon
Union Pacific
UNP
+$4.18M
5
GNRC icon
Generac Holdings
GNRC
+$4.08M

Sector Composition

1 Technology 14.19%
2 Healthcare 9.35%
3 Financials 9.3%
4 Industrials 5.15%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$13.7M 0.5%
91,711
+3,255
52
$13.4M 0.49%
51,183
-104
53
$13.4M 0.49%
18,543
-28
54
$13M 0.47%
59,655
+3,114
55
$12.8M 0.47%
48,662
-1,390
56
$12.7M 0.46%
34,712
-709
57
$12.2M 0.44%
145,155
+123,023
58
$11.7M 0.43%
134,871
-12,306
59
$11.5M 0.42%
81,478
+1,229
60
$11.3M 0.41%
157,626
+49,393
61
$11M 0.4%
32,549
-411
62
$10.7M 0.39%
71,262
-3,002
63
$10.4M 0.38%
68,489
-3,937
64
$10.2M 0.37%
42,891
+25,084
65
$10.2M 0.37%
39,407
-3,559
66
$10.1M 0.37%
67,637
+9,396
67
$10M 0.36%
257,867
+29,120
68
$9.84M 0.36%
62,699
+7,440
69
$9.8M 0.36%
123,099
+24,188
70
$9.5M 0.35%
122,539
+12,216
71
$9.49M 0.35%
111,678
+6,326
72
$9.34M 0.34%
38,205
-4,423
73
$9.23M 0.34%
68,052
-906
74
$9.23M 0.34%
34,654
-7,463
75
$9.04M 0.33%
86,664
+1,568