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George Putnam Balanced Fund Class Y (0P00002PTC)

US Funds

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27.000 -0.200 -0.74%

01/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 439.28M

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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	3.210	3.260	0.050
Shares	62.770	63.070	0.300
Bonds	33.830	33.910	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	23.438	18.855
Price to Book	4.123	3.261
Price to Sales	2.572	2.243
Price to Cash Flow	14.005	12.343
Dividend Yield	1.377	1.926
5 Years Earnings Growth	10.622	10.743

Sector Allocation

Name	Net %	Category Average
Technology	33.050	24.370
Financial Services	13.510	15.803
Communication Services	10.600	7.570
Consumer Cyclical	9.560	9.984
Healthcare	9.540	12.653
Industrials	7.140	10.248
Consumer Defensive	5.580	6.025
Energy	3.300	4.883
Basic Materials	2.850	3.147
Utilities	2.770	3.227
Real Estate	2.120	3.383

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 696

Number of short holdings: 28

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.90	524.11	-1.76%
NVIDIA	US67066G1040	4.54	173.72	-2.33%
Amazon.com	US0231351067	3.08	214.75	-8.27%
Apple	US0378331005	2.70	202.38	-2.50%
Meta Platforms	US30303M1027	2.24	750.01	-3.03%
Broadcom	US11135F1012	2.01	288.64	-1.72%
Alphabet A	US02079K3059	1.99	189.13	-1.44%
United States Treasury Notes 2.375%	-	1.87	-	-
United States Treasury Notes 4.25%	-	1.77	-	-
Cisco	US17275R1023	1.19	67.11	-1.42%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	18.96B	7.07	16.83	11.63
Putnam Stable Value Fund: 50bps	17.19B	1.73	3.20	2.27
Putnam Stable Value Fund: 15bps	17.19B	1.91	3.56	2.62
Putnam Stable Value Fund: 20bps	17.19B	1.88	3.51	2.57
Putnam Stable Value Fund: 25bps	17.19B	1.86	3.46	2.52

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