GP
| |
George Putnam Balanced Fund | PGEOXMutual Fund | |
| George Putnam Balanced Fund | |
| Last update 2025-06-27 | 146 Stocks (31 new) |
| Value $1.25 Bil | Turnover 18 % |
George Putnam Balanced Fund Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 207,997 | 82,212.9 | -6.33% | 6.600 | -0.43% | 0.000 | +39.07% | +18.31% | 3,692,153.3 | Software | |
NVDA | NVIDIA Corp | 639,619 | 69,667.3 | +25.99% | 5.600 | +1.16% | 0.000 | +61.92% | +17.74% | 3,855,307.0 | Semiconductors | |
AAPL | Apple Inc | 315,881 | 67,124.7 | -13.25% | 5.390 | -0.84% | 0.000 | +16.02% | -15.83% | 3,140,423.2 | Hardware | |
AMZN | Amazon.com Inc | 319,393 | 58,902.5 | +5.84% | 4.730 | +0.26% | 0.000 | +27.06% | +1.50% | 2,364,049.4 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 259,617 | 41,227.2 | +5.09% | 3.310 | +0.16% | 0.000 | +20.25% | -6.67% | 2,144,338.0 | Interactive Media | |
META | Meta Platforms Inc | 69,662 | 38,244.4 | -4.18% | 3.070 | -0.15% | 0.000 | +39.75% | +23.33% | 1,812,653.9 | Interactive Media | |
MA | Mastercard Inc | 52,603 | 28,829.6 | +0.62% | 2.320 | +0.01% | 0.010 | +16.04% | +7.15% | 510,809.8 | Credit Services | |
AVGO | Broadcom Inc | 136,361 | 26,245.4 | +3.03% | 2.110 | +0.06% | 0.000 | +78.97% | +19.35% | 1,294,442.3 | Semiconductors | |
LLY | Eli Lilly and Co | 27,304 | 24,544.9 | -2.65% | 1.970 | -0.04% | 0.000 | +6.58% | +0.09% | 691,058.9 | Drug Manufacturers | |
TSLA | Tesla Inc | 83,924 | 23,680.0 | +25.72% | 1.900 | +0.39% | 0.000 | +25.04% | -27.77% | 939,553.9 | Vehicles & Parts |
George Putnam Balanced Fund's Historical Top Holdings Breakdowns
George Putnam Balanced Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CSCO | Cisco Systems Inc | 2025-04-30 | New Buy New Buy | +1.40% | 53.19 ($60.45) 64.87 | $68.89 | 13.96% | New holding | 302,326 | 302,326 | |
NVDA | NVIDIA Corp | 2025-04-30 | Add Add | +1.16% | 94.31 ($116.53) 140.11 | $158.38 | 35.92% | Add 25.99% | 639,619 | 131,948 | |
ALL | Allstate Corp | 2025-04-30 | New Buy New Buy | +0.98% | 180.53 ($196.53) 210.18 | $195.10 | -0.73% | New holding | 61,512 | 61,512 | |
MRVL | Marvell Technology Inc | 2025-04-30 | Add Add | +0.95% | 49.38 ($76.88) 119.24 | $72.10 | -6.22% | Add 222.84% | 294,441 | 203,237 | |
AAPL | Apple Inc | 2025-04-30 | Reduce Reduce | -0.84% | 172.42 ($220.47) 247.1 | $210.26 | -4.63% | Reduce -13.25% | 315,881 | -48,227 | |
BAC | Bank of America Corp | 2025-04-30 | Reduce Reduce | -0.79% | 34.39 ($41.85) 47.74 | $48.49 | 15.88% | Reduce -51.83% | 213,775 | -230,001 | |
PM | Philip Morris International Inc | 2025-04-30 | New Buy New Buy | +0.70% | 130.2 ($153.72) 171.36 | $180.19 | 17.22% | New holding | 50,504 | 50,504 | |
CDNS | Cadence Design Systems Inc | 2025-04-30 | Sold Out Sold Out | -0.70% | 231.64 ($265.35) 305.63 | $320.15 | 20.65% | Sold Out | 0 | -31,898 | |
PHM | PulteGroup Inc | 2025-04-30 | Sold Out Sold Out | -0.69% | 92.02 ($103.09) 113.78 | $107.38 | 4.16% | Sold Out | 0 | -82,362 | |
BRK.B | Berkshire Hathaway Inc | 2025-04-30 | Add Add | +0.68% | 464.61 ($506.31) 537.72 | $478.59 | -5.47% | Add 91.23% | 33,129 | 15,805 |
George Putnam Balanced Fund Total Holding History ($B)
George Putnam Balanced Fund's Asset Allocation
George Putnam Balanced Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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George Putnam Balanced Fund's Hypothetical Growth since 2025-04-30
George Putnam Balanced Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
George Putnam Balanced Fund's Holdings Heat Map
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George Putnam Balanced Fund's Holdings Bubble Chart
George Putnam Balanced Fund News
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