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George Putnam Balanced Fund Class C (0P00002VT0)

US Funds

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27.750 +0.180 +0.65%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 131.29M

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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	19.009
Price to Book	3.706	3.337
Price to Sales	2.386	2.345
Price to Cash Flow	12.520	12.721
Dividend Yield	1.575	1.871
5 Years Earnings Growth	11.997	10.726

Sector Allocation

Name	Net %	Category Average
Technology	28.640	25.122
Financial Services	14.990	15.675
Healthcare	11.510	12.205
Consumer Cyclical	10.210	10.006
Communication Services	9.790	7.913
Industrials	6.290	10.207
Consumer Defensive	6.240	5.894
Energy	4.000	4.688
Utilities	3.020	3.255
Basic Materials	2.820	3.198
Real Estate	2.500	3.316

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	271.49	+1.97%
Microsoft	US5949181045	3.49	472.12	-1.32%
Amazon.com	US0231351067	2.77	220.69	+1.63%
NVIDIA	US67066G1040	2.65	178.88	-0.97%
Meta Platforms	US30303M1027	2.12	594.25	+0.87%
United States Treasury Notes 2.375%	-	1.98	-	-
Alphabet A	US02079K3059	1.93	299.66	+3.53%
United States Treasury Notes 4.25%	-	1.88	-	-
Mastercard	US57636Q1040	1.38	540.40	+2.37%
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	21.17B	14.75	17.09	12.60
Putnam Stable Value Fund: 25bps	17.57B	3.23	3.62	2.60
Putnam Stable Value Fund: 20bps	17.57B	3.27	3.67	2.65
Putnam Stable Value Fund: 35bps	17.57B	3.14	3.52	2.50
Putnam Stable Value Fund: 45bps	17.57B	3.06	3.41	2.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	George Putnam Bal.	27.750	+0.180	+0.65%