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

Top Buys

1
+$12.8M
2
+$7.38M
3
+$5.35M
4
VZ icon
Verizon
VZ
+$5.15M
5
SHW icon
Sherwin-Williams
SHW
+$4.87M

Top Sells

1
+$13M
2
+$7.52M
3
+$7.04M
4
SYK icon
Stryker
SYK
+$6.85M
5
VLO icon
Valero Energy
VLO
+$6.72M

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
– –
-17,458
178
– –
-19,830
179
– –
-32,330
180
– –
-46,604
4 5 6 7
8