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George Putnam Balanced Fund Class Y (0P00002PTC)

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28.650 +0.320 +1.13%

24/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 438.33M

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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	2.570	2.600	0.030
Shares	62.090	62.090	0.000
Bonds	35.080	35.150	0.070
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	22.759	19.009
Price to Book	4.154	3.337
Price to Sales	2.717	2.345
Price to Cash Flow	16.334	12.721
Dividend Yield	1.296	1.871
5 Years Earnings Growth	10.665	10.726

Sector Allocation

Name	Net %	Category Average
Technology	34.170	25.122
Financial Services	12.660	15.675
Communication Services	11.360	7.913
Healthcare	10.180	12.205
Consumer Cyclical	9.640	10.006
Industrials	6.940	10.207
Consumer Defensive	4.930	5.894
Energy	3.380	4.688
Utilities	2.470	3.255
Basic Materials	2.390	3.198
Real Estate	1.880	3.316

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 705

Number of short holdings: 29

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.94	474.00	+0.40%
NVIDIA	US67066G1040	4.47	182.55	+2.05%
Apple	US0378331005	3.29	275.92	+1.63%
Amazon.com	US0231351067	2.76	226.28	+2.53%
Alphabet A	US02079K3059	2.51	318.58	+6.31%
Broadcom	US11135F1012	2.30	377.96	+11.10%
Meta Platforms	US30303M1027	1.95	613.05	+3.16%
United States Treasury Notes	-	1.79	-	-
United States Treasury Notes	-	1.69	-	-
Tesla	US88160R1014	1.65	417.78	+6.82%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	21.57B	14.75	17.09	12.60
Putnam Stable Value Fund: 25bps	17.57B	3.23	3.62	2.60
Putnam Stable Value Fund: 20bps	17.57B	3.27	3.67	2.65
Putnam Stable Value Fund: 35bps	17.57B	3.14	3.52	2.50
Putnam Stable Value Fund: 45bps	17.57B	3.06	3.41	2.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	George Putnam Bal.	28.650	+0.320	+1.13%
	Penghua FengShang.	1.257	0.000	0.02%