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
$3.67B
AUM Growth
+$605M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1 +$60.7M
2 +$26.7M
3 +$24.9M
4
PSA icon
Public Storage
PSA
+$21.2M
5
MSFT icon
Microsoft
MSFT
+$18.8M

Top Sells

1 +$11.3M
2 +$10.1M
3 +$8.94M
4
CCI icon
Crown Castle
CCI
+$5.36M
5
CBRE icon
CBRE Group
CBRE
+$4.75M

Sector Composition

1 Technology 19.2%
2 Financials 8.37%
3 Healthcare 8.02%
4 Consumer Discretionary 5.34%
5 Industrials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$7.51M 0.2%
117,363
-31,701
102
$7.43M 0.2%
116,730
+1,815
103
$7.21M 0.2%
191,606
+42,903
104
$7.14M 0.19%
59,994
+25,736
105
$7.09M 0.19%
49,051
+22,449
106
$6.97M 0.19%
45,893
+252
107
$6.89M 0.19%
64,247
+3,799
108
$6.66M 0.18%
150,540
+14,645
109
$6.65M 0.18%
19,515
+2,615
110
$6.52M 0.18%
55,893
-4,728
111
$6.46M 0.18%
192,780
+58,670
112
$6.31M 0.17%
62,562
-1,413
113
$6.27M 0.17%
57,491
-2,000
114
$6.26M 0.17%
21,332
+206
115
$6.11M 0.17%
40,104
+186
116
$5.91M 0.16%
30,211
+13,626
117
$5.9M 0.16%
30,420
-2,738
118
$5.8M 0.16%
177,662
-1,190
119
$5.76M 0.16%
32,146
-11,460
120
$5.74M 0.16%
21,612
-2,061
121
$5.73M 0.16%
+114,364
122
$5.68M 0.15%
161,963
+53,923
123
$5.6M 0.15%
49,539
+35,472
124
$5.53M 0.15%
41,023
+38,999
125
$5.52M 0.15%
66,027
+22,449