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
$878M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.04M
3
+$6.89M
4
META icon
Meta Platforms (Facebook)
META
+$6.74M
5
SJM icon
J.M. Smucker
SJM
+$6.23M

Top Sells

1
+$8.97M
2
+$7.41M
3
+$5.94M
4
GILD icon
Gilead Sciences
GILD
+$5.23M
5
DAL icon
Delta Air Lines
DAL
+$4.41M

Sector Composition

1 Healthcare 15.26%
2 Communication Services 13.6%
3 Technology 12.36%
4 Financials 12.01%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$415K 0.05%
+8,921
152
$399K 0.05%
8,031
153
$391K 0.04%
7,213
+1,574
154
$382K 0.04%
7,139
155
$380K 0.04%
4,240
156
$346K 0.04%
7,608
+86
157
$339K 0.04%
4,070
+153
158
$337K 0.04%
3,531
159
$335K 0.04%
21,585
-387,528
160
$331K 0.04%
8,230
161
$322K 0.04%
4,850
162
$317K 0.04%
+18,860
163
$316K 0.04%
+4,024
164
$311K 0.04%
1,454
165
$295K 0.03%
2,880
166
$277K 0.03%
3,739
+730
167
$271K 0.03%
4,287
+100
168
$269K 0.03%
+6,346
169
$266K 0.03%
3,929
-2,054
170
$261K 0.03%
8,781
+932
171
$247K 0.03%
5,618
+340
172
$223K 0.03%
+5,116
173
$216K 0.02%
1
174
$215K 0.02%
1,667
175
$214K 0.02%
+3,944
4 5 6
7
8