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George Putnam Balanced Fund Class Y (0P00002PTC)

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26.190 -0.050 -0.19%

20/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 428.43M

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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	2.330	2.420	0.090
Shares	61.870	61.900	0.030
Bonds	35.550	35.550	0.000
Convertible	0.020	0.020	0.000
Preferred	0.230	0.230	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.250	18.436
Price to Book	3.741	3.213
Price to Sales	2.303	2.198
Price to Cash Flow	12.351	12.192
Dividend Yield	1.484	1.944
5 Years Earnings Growth	13.977	11.141

Sector Allocation

Name	Net %	Category Average
Technology	29.980	23.893
Financial Services	14.640	15.871
Healthcare	11.270	13.103
Consumer Cyclical	10.610	9.960
Communication Services	9.700	7.498
Industrials	6.320	10.129
Consumer Defensive	6.060	6.081
Energy	3.490	4.966
Utilities	3.070	3.213
Basic Materials	2.620	3.186
Real Estate	2.230	3.401

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 701

Number of short holdings: 29

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.04	486.00	+1.80%
NVIDIA	US67066G1040	3.43	144.17	+0.22%
Apple	US0378331005	3.30	201.50	+0.25%
Amazon.com	US0231351067	2.90	208.47	-0.58%
Alphabet A	US02079K3059	2.03	165.15	-0.89%
United States Treasury Notes 2.375%	-	2.02	-	-
United States Treasury Notes 4.25%	-	1.92	-	-
Meta Platforms	US30303M1027	1.88	698.57	+2.38%
Mastercard	US57636Q1040	1.42	542.35	+1.76%
Broadcom	US11135F1012	1.29	253.75	+1.50%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	18.39B	3.31	12.12	11.04
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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	George Putnam Bal.	26.190	-0.050	-0.19%