PI

Putnam Investments Portfolio holdings

AUM $75.7B
1-Year Est. Return 34.47%
This Quarter Est. Return
1 Year Est. Return
+34.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.8B
AUM Growth
-$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$551M
2
+$446M
3
+$417M
4
UNH icon
UnitedHealth
UNH
+$339M
5
KO icon
Coca-Cola
KO
+$296M

Top Sells

1
+$379M
2
+$377M
3
+$303M
4
TJX icon
TJX Companies
TJX
+$180M
5
VLO icon
Valero Energy
VLO
+$178M

Sector Composition

1 Technology 21.41%
2 Healthcare 18.42%
3 Financials 12.69%
4 Industrials 9.57%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$466K ﹤0.01%
24,612
-303
852
$465K ﹤0.01%
49,262
-611
853
$459K ﹤0.01%
6,708
+609
854
$459K ﹤0.01%
5,209
+388
855
$455K ﹤0.01%
14,063
-172
856
$455K ﹤0.01%
5,124
-62
857
$454K ﹤0.01%
10,101
-122
858
$453K ﹤0.01%
8,716
-104
859
$453K ﹤0.01%
10,192
-2,215
860
$451K ﹤0.01%
44,869
-555
861
$451K ﹤0.01%
22,115
+6,728
862
$449K ﹤0.01%
4,429
-2,051
863
$447K ﹤0.01%
5,010
-60
864
$446K ﹤0.01%
19,497
-239
865
$444K ﹤0.01%
23,774
-1,915
866
$443K ﹤0.01%
13,441
-54,678
867
$443K ﹤0.01%
41,903
-518
868
$443K ﹤0.01%
16,923
-208
869
$441K ﹤0.01%
33,824
-422
870
$440K ﹤0.01%
12,910
-157
871
$437K ﹤0.01%
5,548
-65
872
$435K ﹤0.01%
2,563
-30
873
$435K ﹤0.01%
10,851
-131
874
$434K ﹤0.01%
19,431
+5,964
875
$432K ﹤0.01%
21,973
-266
33 34
35
36 37