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George Putnam Balanced Fund Class Y (0P00002PTC)

US Funds

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27.020 +0.030 +0.11%

14/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 442.94M

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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	2.520	2.620	0.100
Shares	63.460	63.630	0.170
Bonds	33.820	33.900	0.080
Convertible	0.020	0.020	0.000
Preferred	0.180	0.180	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.942	18.596
Price to Book	3.858	3.224
Price to Sales	2.427	2.207
Price to Cash Flow	12.489	12.213
Dividend Yield	1.452	1.940
5 Years Earnings Growth	10.315	10.932

Sector Allocation

Name	Net %	Category Average
Technology	31.040	24.010
Financial Services	14.390	15.882
Consumer Cyclical	10.710	9.979
Communication Services	10.200	7.520
Healthcare	9.860	12.922
Industrials	7.070	10.184
Consumer Defensive	5.850	6.083
Energy	3.280	4.910
Utilities	3.000	3.212
Basic Materials	2.550	3.184
Real Estate	2.060	3.393

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 689

Number of short holdings: 30

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.49	503.02	-0.06%
NVIDIA	US67066G1040	4.13	164.07	-0.52%
Amazon.com	US0231351067	3.08	225.69	+0.30%
Apple	US0378331005	2.89	208.62	-1.20%
Meta Platforms	US30303M1027	2.09	720.92	+0.48%
Alphabet A	US02079K3059	2.06	181.56	+0.76%
United States Treasury Notes 2.375%	-	1.92	-	-
United States Treasury Notes 4.25%	-	1.83	-	-
Broadcom	US11135F1012	1.68	275.60	+0.44%
Tesla	US88160R1014	1.45	316.90	+1.08%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	19.32B	7.07	16.83	11.63
Putnam Stable Value Fund: 35bps	17.08B	1.51	3.31	2.41
Putnam Stable Value Fund: 45bps	17.08B	1.47	3.21	2.30
Putnam Stable Value Fund: Gross	17.08B	1.66	3.67	2.76
Putnam Stable Value Fund: 50bps	17.08B	1.45	3.16	2.25

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