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George Putnam Balanced Fund Class Y (0P00002PTC)

US Funds

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27.620 -0.170 -0.61%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 448.45M

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0P00002PTC Holdings

Comprehensive information about top holdings and Key Holding Information for the George Putnam Balanced Fund Class Y (0P00002PTC) fund. Our George Putnam Balanced Fund Class Y 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	2.690	2.730	0.040
Shares	61.210	61.540	0.330
Bonds	35.830	35.910	0.080
Convertible	0.020	0.020	0.000
Preferred	0.250	0.250	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.747	19.145
Price to Book	4.118	3.303
Price to Sales	2.631	2.281
Price to Cash Flow	14.258	12.467
Dividend Yield	1.321	1.918
5 Years Earnings Growth	11.014	10.729

Sector Allocation

Name	Net %	Category Average
Technology	33.880	24.642
Financial Services	13.060	15.710
Communication Services	10.690	7.605
Healthcare	9.980	12.378
Consumer Cyclical	9.450	10.037
Industrials	7.150	10.298
Consumer Defensive	5.240	6.008
Energy	3.610	4.876
Utilities	2.530	3.248
Basic Materials	2.360	3.134
Real Estate	2.040	3.339

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 697

Number of short holdings: 32

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.20	506.69	-0.58%
NVIDIA	US67066G1040	4.81	174.18	-3.32%
Amazon.com	US0231351067	3.14	229.00	-1.12%
Apple	US0378331005	2.89	232.14	-0.18%
Meta Platforms	US30303M1027	2.20	738.70	-1.65%
Broadcom	US11135F1012	2.13	297.39	-3.65%
Alphabet A	US02079K3059	2.12	212.91	+0.60%
United States Treasury Notes	-	1.84	-	-
United States Treasury Notes	-	1.75	-	-
United States Treasury Notes	-	1.66	-	-

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	20.34B	8.19	14.92	11.64
Putnam Stable Value Fund: 50bps	17.24B	2.05	3.24	2.29
Putnam Stable Value Fund: 15bps	17.24B	2.25	3.60	2.64
Putnam Stable Value Fund: 20bps	17.24B	2.22	3.55	2.59
Putnam Stable Value Fund: 25bps	17.24B	2.19	3.50	2.54

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