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
$835M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$7.84M
3 +$5.64M
4
VZ icon
Verizon
VZ
+$5.57M
5
SHW icon
Sherwin-Williams
SHW
+$5.28M

Top Sells

1 +$13M
2 +$7.74M
3 +$7.46M
4
MS icon
Morgan Stanley
MS
+$6.9M
5
VLO icon
Valero Energy
VLO
+$6.78M

Sector Composition

1 Healthcare 17.5%
2 Technology 12.68%
3 Communication Services 12.17%
4 Financials 9.52%
5 Consumer Discretionary 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-310,568
177
-7,178
178
-45,313
179
-18,997
180
-14,475
181
-25,774