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
$1.03B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$4.47M
3
+$3.7M
4
HCA icon
HCA Healthcare
HCA
+$3.2M
5
SYY icon
Sysco
SYY
+$2.44M

Top Sells

1
+$5.89M
2
+$3.87M
3
+$3.6M
4
META icon
Meta Platforms (Facebook)
META
+$3.36M
5
CMI icon
Cummins
CMI
+$3.17M

Sector Composition

1 Financials 15.98%
2 Technology 14.39%
3 Healthcare 10.29%
4 Communication Services 9.37%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.23%
92,140
+4,797
102
$2.32M 0.22%
53,899
-14,097
103
$2.3M 0.22%
16,397
+38
104
$2.2M 0.21%
63,498
+6,451
105
$2.18M 0.21%
+35,438
106
$2.16M 0.21%
117,208
-29,836
107
$2.02M 0.2%
14,034
+9,718
108
$2.02M 0.2%
14,024
-175
109
$2.01M 0.2%
10,791
-6,845
110
$2.01M 0.19%
23,250
111
$1.98M 0.19%
5,585
+84
112
$1.92M 0.19%
14,044
+10,025
113
$1.91M 0.18%
37,829
+8,650
114
$1.87M 0.18%
13,373
+2,799
115
$1.87M 0.18%
15,394
-8,333
116
$1.86M 0.18%
5,531
+3,996
117
$1.78M 0.17%
16,093
-7,073
118
$1.75M 0.17%
16,077
-288
119
$1.75M 0.17%
+36,654
120
$1.52M 0.15%
10,979
-10,244
121
$1.49M 0.14%
+10,976
122
$1.45M 0.14%
24,281
-8,294
123
$1.44M 0.14%
22,040
+8,612
124
$1.43M 0.14%
9,508
125
$1.34M 0.13%
10,057
-2,954
3 4
5
6 7