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George Putnam Balanced Fund Class A (PGEOX)

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28.95 +0.11 +0.38%

28/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.57B

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PGEOX Holdings

Comprehensive information about top holdings and Key Holding Information for the George Putnam Balanced A (PGEOX) fund. Our George Putnam Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.90	1.90	0.00
Shares	63.01	63.01	0.00
Bonds	34.84	35.27	0.43
Convertible	0.02	0.02	0.00
Preferred	0.24	0.24	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.91	18.99
Price to Book	4.25	3.34
Price to Sales	2.80	2.35
Price to Cash Flow	16.50	12.75
Dividend Yield	1.20	1.87
5 Years Earnings Growth	10.56	10.71

Sector Allocation

Name	Net %	Category Average
Technology	35.39	25.23
Financial Services	12.13	15.65
Communication Services	10.96	7.90
Healthcare	10.57	12.18
Consumer Cyclical	9.48	9.98
Industrials	6.76	10.20
Consumer Defensive	4.75	5.92
Energy	3.26	4.67
Utilities	2.45	3.26
Basic Materials	2.29	3.19
Real Estate	1.95	3.31

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 716

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.71	492.01	+1.34%
NVIDIA	US67066G1040	4.58	177.00	-1.81%
Apple	US0378331005	3.19	278.85	+0.47%
Alphabet A	US02079K3059	2.96	320.18	+0.07%
Amazon.com	US0231351067	2.90	233.22	+1.77%
Broadcom	US11135F1012	2.46	402.96	+1.36%
United States Treasury Notes 2.375%	-	1.78	-	-
United States Treasury Notes 4.25%	-	1.68	-	-
Tesla	US88160R1014	1.64	430.17	+0.84%
Meta Platforms	US30303M1027	1.62	647.95	+2.26%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	21.3B	14.75	17.09	12.60
Putnam Stable Value Fund: 45bps	17.58B	3.06	3.41	2.40
Putnam Stable Value Fund: 50bps	17.58B	3.01	3.36	2.34
Putnam Stable Value Fund: 35bps	17.58B	3.14	3.52	2.50
Putnam Stable Value Fund: 25bps	17.58B	3.23	3.62	2.60

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Recent Quotes

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George Putnam Bal.	28.95	+0.11	+0.38%
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