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
$1.32B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$15.5M
3
+$6.7M
4
JPM icon
JPMorgan Chase
JPM
+$5.69M
5
FISV
Fiserv Inc
FISV
+$5.17M

Top Sells

1
+$12.6M
2
+$10.7M
3
+$7.28M
4
AVGO icon
Broadcom
AVGO
+$7.22M
5
OKE icon
Oneok
OKE
+$7.11M

Sector Composition

1 Technology 19.13%
2 Healthcare 11.72%
3 Financials 10.79%
4 Consumer Discretionary 7.22%
5 Communication Services 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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46,548
-24,648
177
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14,705
+196
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181
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188
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189
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198
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199
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200
$467K 0.04%
4,210
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