PI

Putnam Investments Portfolio holdings

AUM $75.7B
1-Year Est. Return 34.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.3B
AUM Growth
+$4.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$169M
3
+$148M
4
ORCL icon
Oracle
ORCL
+$144M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1
+$172M
2
+$162M
3
+$147M
4
CRWD icon
CrowdStrike
CRWD
+$120M
5
FIS icon
Fidelity National Information Services
FIS
+$103M

Sector Composition

1 Healthcare 19.01%
2 Technology 18.94%
3 Financials 13.73%
4 Industrials 9.86%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-55,931
1027
– –
-25,783
1028
– –
-1,294
1029
– –
-1,336,814
1030
– –
-47,019
1031
– –
-44,844
1032
– –
-69,586
1033
– –
-81,803
1034
– –
-35,700
1035
– –
-51,055
1036
– –
-82,781
1037
– –
-341,042
1038
– –
-106,986
1039
– –
-72,194
1040
– –
-23,777
1041
– –
-60,789
1042
– –
-105,349
1043
– –
-15,217
1044
– –
-152,000
1045
– –
-173,910
1046
– –
-19,151
1047
– –
-33,860
1048
– –
-28,126
1049
– –
-25,893
1050
– –
-119,464
40 41
42
43 44