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George Putnam Balanced Fund Class C (0P00002VT0)

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26.420 +0.060 +0.23%

16/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 126.25M

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0P00002VT0 Holdings

Comprehensive information about top holdings and Key Holding Information for the George Putnam Balanced Fund Class C (0P00002VT0) fund. Our George Putnam Balanced Fund Class C 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	2.140	2.150	0.010
Shares	60.730	60.760	0.030
Bonds	36.870	36.870	0.000
Convertible	0.020	0.020	0.000
Preferred	0.240	0.240	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.035	18.596
Price to Book	3.706	3.224
Price to Sales	2.386	2.207
Price to Cash Flow	12.520	12.213
Dividend Yield	1.575	1.940
5 Years Earnings Growth	11.997	10.932

Sector Allocation

Name	Net %	Category Average
Technology	28.640	24.010
Financial Services	14.990	15.882
Healthcare	11.510	12.922
Consumer Cyclical	10.210	9.979
Communication Services	9.790	7.520
Industrials	6.290	10.184
Consumer Defensive	6.240	6.083
Energy	4.000	4.910
Utilities	3.020	3.212
Basic Materials	2.820	3.184
Real Estate	2.500	3.393

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 707

Number of short holdings: 32

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	3.75	210.16	+0.50%
Microsoft	US5949181045	3.49	505.62	-0.04%
Amazon.com	US0231351067	2.77	223.19	-1.40%
NVIDIA	US67066G1040	2.65	171.37	+0.39%
Meta Platforms	US30303M1027	2.12	702.91	-1.05%
United States Treasury Notes 2.375%	-	1.98	-	-
Alphabet A	US02079K3059	1.93	182.97	+0.53%
United States Treasury Notes 4.25%	-	1.88	-	-
Mastercard	US57636Q1040	1.38	555.52	+0.94%
United States Treasury Notes 1.25%	-	1.19	-	-

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	19.28B	7.07	16.83	11.63
Putnam Stable Value Fund: 50bps	17.08B	1.45	3.16	2.25
Putnam Stable Value Fund: 15bps	17.08B	1.59	3.52	2.61
Putnam Stable Value Fund: 20bps	17.08B	1.57	3.47	2.56
Putnam Stable Value Fund: 25bps	17.08B	1.55	3.41	2.51

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