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George Putnam Balanced Fund Class M (0P00002SSZ)

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28.270 +0.060 +0.21%

12/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 62.62M

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0P00002SSZ Holdings

Comprehensive information about top holdings and Key Holding Information for the George Putnam Balanced Fund Class M (0P00002SSZ) fund. Our George Putnam Balanced Fund Class M 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	19.099
Price to Book	3.706	3.327
Price to Sales	2.386	2.330
Price to Cash Flow	12.520	12.677
Dividend Yield	1.575	1.877
5 Years Earnings Growth	11.997	10.775

Sector Allocation

Name	Net %	Category Average
Technology	28.640	24.983
Financial Services	14.990	15.728
Healthcare	11.510	12.220
Consumer Cyclical	10.210	10.045
Communication Services	9.790	7.849
Industrials	6.290	10.218
Consumer Defensive	6.240	5.937
Energy	4.000	4.708
Utilities	3.020	3.249
Basic Materials	2.820	3.168
Real Estate	2.500	3.311

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	273.18	-0.11%
Microsoft	US5949181045	3.49	506.93	-0.82%
Amazon.com	US0231351067	2.77	238.85	-2.19%
NVIDIA	US67066G1040	2.65	185.28	-4.40%
Meta Platforms	US30303M1027	2.12	605.85	-0.52%
United States Treasury Notes 2.375%	-	1.98	-	-
Alphabet A	US02079K3059	1.93	278.19	-2.97%
United States Treasury Notes 4.25%	-	1.88	-	-
Mastercard	US57636Q1040	1.38	558.85	-0.42%
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	21.84B	14.75	17.09	12.60
Putnam Stable Value Fund: 35bps	17.4B	2.79	3.47	2.48
Putnam Stable Value Fund: 25bps	17.4B	2.86	3.57	2.58
Putnam Stable Value Fund: 20bps	17.4B	2.90	3.62	2.63
Putnam Stable Value Fund: 45bps	17.4B	2.71	3.37	2.37

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