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George Putnam Balanced Fund Class A (PGEOX)

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27.05 0.00 0.00%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.48B

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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	3.21	3.26	0.05
Shares	62.77	63.07	0.30
Bonds	33.83	33.91	0.08
Convertible	0.02	0.02	0.00
Preferred	0.18	0.18	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.44	18.77
Price to Book	4.12	3.25
Price to Sales	2.57	2.23
Price to Cash Flow	14.00	12.31
Dividend Yield	1.38	1.93
5 Years Earnings Growth	10.62	10.76

Sector Allocation

Name	Net %	Category Average
Technology	33.05	24.21
Financial Services	13.51	15.90
Communication Services	10.60	7.55
Consumer Cyclical	9.56	9.94
Healthcare	9.54	12.77
Industrials	7.14	10.22
Consumer Defensive	5.58	6.05
Energy	3.30	4.89
Basic Materials	2.85	3.18
Utilities	2.77	3.21
Real Estate	2.12	3.37

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 696

Number of short holdings: 28

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.90	533.50	+3.95%
NVIDIA	US67066G1040	4.54	177.87	-0.78%
Amazon.com	US0231351067	3.08	234.11	+1.70%
Apple	US0378331005	2.70	207.57	-0.71%
Meta Platforms	US30303M1027	2.24	773.44	+11.25%
Broadcom	US11135F1012	2.01	293.70	-2.95%
Alphabet A	US02079K3059	1.99	191.90	-2.36%
United States Treasury Notes 2.375%	-	1.87	-	-
United States Treasury Notes 4.25%	-	1.77	-	-
Cisco	US17275R1023	1.19	68.08	-0.29%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	19.3B	7.07	16.83	11.63
Putnam Stable Value Fund: 50bps	17.19B	1.73	3.20	2.27
Putnam Stable Value Fund: 15bps	17.19B	1.91	3.56	2.62
Putnam Stable Value Fund: 20bps	17.19B	1.88	3.51	2.57
Putnam Stable Value Fund: 25bps	17.19B	1.86	3.46	2.52

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