Titelia

Holdings of Putnam Dynamic Asset Allocation Balanced Fund

Putnam Asset Allocation Funds · Original filing · Compare with another fund · Report an error

Net assets
2.9B $ including 2B $ in equities, 70.1 %
Positions
866 in 32 countries
Bond lines
342 from 183 companies
Top ten
20.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
401Eversource Energy 12,919895K $0.03 %
402SCREEN Holdings Co Ltd 15,000893.6K $0.03 %
403Advanced Energy Industries Inc 2,764892K $0.03 %
404Toll Brothers Inc 6,511888.6K $0.03 %
405Salesforce Inc 4,758888.2K $0.03 %
406Etsy Inc 17,767888K $0.03 %
407Sterling Infrastructure Inc 2,180887.8K $0.03 %
408Stryker Corp 2,701887.5K $0.03 %
409Hermes International SCA 468886.6K $0.03 %
410CVS Health Corp 12,341886.3K $0.03 %
411Sun Communities Inc 7,035886.1K $0.03 %
412Doximity Inc 37,949884.2K $0.03 %
413Credo Technology Group Holding Ltd 9,374879.9K $0.03 %
414Talanx AG 7,083878.9K $0.03 %
415Nextpower Inc 7,237872.4K $0.03 %
416SBI Holdings Inc 47,000870.3K $0.03 %
417Ryanair Holdings PLC 15,030868.7K $0.03 %
418Pegasystems Inc 20,356866.4K $0.03 %
419Paylocity Holding Corp 8,006865K $0.03 %
420Intuit Inc 1,998863.9K $0.03 %
421Mid-America Apartment Communities, Inc. 7,071863.5K $0.03 %
422Telefonaktiebolaget LM Ericsson 75,424859.9K $0.03 %
423Veralto Corp 9,694857.1K $0.03 %
424EPR Properties 17,144856.5K $0.03 %
425ROBLOX Corp 15,137856.1K $0.03 %
426NEC Corp 34,400856K $0.03 %
427HCA Healthcare Inc 1,805854.2K $0.03 %
428Home Depot Inc/The 2,590851.8K $0.03 %
429Insulet Corp 4,057851.3K $0.03 %
430RingCentral Inc 22,886851.1K $0.03 %
431Universal Health Services Inc 4,742848.7K $0.03 %
432GoDaddy Inc 10,235846.1K $0.03 %
433Public Storage 3,121845.4K $0.03 %
434Dropbox Inc 37,193845K $0.03 %
435Leidos Holdings Inc 5,405840.6K $0.03 %
436Manhattan Associates Inc 6,307839.6K $0.03 %
437Crowdstrike Holdings Inc 2,140835.5K $0.03 %
438Japan Exchange Group Inc 71,300832.6K $0.03 %
439Boeing Co/The 4,161828.2K $0.03 %
440Workday Inc 6,366827.1K $0.03 %
441Teradata Corp 32,202825.3K $0.03 %
442Verisk Analytics Inc 4,349825.2K $0.03 %
443Rubrik Inc 16,821823.7K $0.03 %
444Argan Inc 1,510822.4K $0.03 %
445LY Corp 340,800821.7K $0.03 %
446TTM Technologies Inc 8,393817.6K $0.03 %
447SITC International Holdings Co Ltd 186,000814.4K $0.03 %
448DoorDash Inc 5,368806K $0.03 %
449Hecla Mining Co 42,968800.5K $0.03 %
450Arrowhead Pharmaceuticals Inc 12,681795.1K $0.03 %
451Broadridge Financial Solutions Inc 4,884793.6K $0.03 %
452Fast Retailing Co Ltd 2,000790.2K $0.03 %
453Atlassian Corp 11,500784.9K $0.03 %
454Melrose Industries PLC 115,210780.7K $0.03 %
455Guardant Health Inc 8,431778.8K $0.03 %
456Ulta Beauty Inc 1,488777.8K $0.03 %
457Ebara Corp 27,400775.6K $0.03 %
458Tenet Healthcare Corp 4,059766K $0.03 %
459Primoris Services Corp 5,134734.4K $0.03 %
460Protagonist Therapeutics Inc 6,932730.6K $0.03 %
461Tokyo Gas Co Ltd 15,500730K $0.03 %
462Watts Water Technologies Inc 2,513729.5K $0.03 %
463Transocean Ltd 109,212724.1K $0.02 %
464Asics Corp 26,900723.2K $0.02 %
465EnerSys 4,128717.1K $0.02 %
466CareTrust REIT Inc 19,514715.2K $0.02 %
467Jackson Financial Inc 6,667704.8K $0.02 %
468Repsol SA 25,028704.5K $0.02 %
469Matson Inc 4,168683.3K $0.02 %
470StoneX Group Inc 8,412678.4K $0.02 %
471Alkermes PLC 19,085674.8K $0.02 %
472Rambus Inc 7,702662.6K $0.02 %
473Brinker International Inc 4,587654.9K $0.02 %
474Laureate Education Inc 18,591647.7K $0.02 %
475Dana Inc 19,130643.7K $0.02 %
476Tutor Perini Corp 8,332643.1K $0.02 %
477Olympus Corp 66,900637.4K $0.02 %
478Atmus Filtration Technologies Inc 11,175634.4K $0.02 %
479InterDigital Inc 2,087630.3K $0.02 %
480Komatsu Ltd 15,800629.2K $0.02 %
481Abercrombie & Fitch Co 6,829624K $0.02 %
482Tri Pointe Homes Inc 13,239618.7K $0.02 %
483Bread Financial Holdings Inc 8,244617.4K $0.02 %
484Lantheus Holdings Inc 8,084613.2K $0.02 %
485BioCryst Pharmaceuticals Inc 63,514604.7K $0.02 %
486SkyWest Inc 6,572603.5K $0.02 %
487Scorpio Tankers Inc 8,029599.4K $0.02 %
488Oceaneering International Inc 16,727593.3K $0.02 %
489Outfront Media Inc 22,270590.2K $0.02 %
490UFP Industries Inc 6,374587.2K $0.02 %
491Constellium SE 23,716582.9K $0.02 %
492Blue Bird Corp 10,221580.5K $0.02 %
493Extreme Networks Inc 38,288577.4K $0.02 %
494Pandora A/S 8,058575.9K $0.02 %
495New Jersey Resources Corp 10,422572.4K $0.02 %
496NOF Corp 28,600570.9K $0.02 %
497Peabody Energy Corp 17,301570.1K $0.02 %
498Eni SpA 20,029569.5K $0.02 %
499Mitsubishi Corp 16,600569.5K $0.02 %
500Nestle SA 5,802569.1K $0.02 %

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The bonds it holds

183 companies, 342 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp67.2M $0.25 %
2JPMorgan Chase & Co75.7M $0.20 %
3Citigroup Inc55.1M $0.17 %
4Morgan Stanley75.1M $0.17 %
5Goldman Sachs Group Inc/The33.8M $0.13 %
6Wells Fargo & Co23.7M $0.13 %
7Verizon Communications Inc43.7M $0.13 %
8Boeing Co/The83.4M $0.12 %
9AT&T Inc43.1M $0.10 %
10American Tower Corp52.9M $0.10 %
11Energy Transfer LP32.7M $0.09 %
12Oracle Corp62.4M $0.08 %
13Philip Morris International Inc.32.2M $0.08 %
14Crown Castle Inc52.1M $0.07 %
15NRG Energy Inc52.1M $0.07 %
16Carnival Corp62.1M $0.07 %
17Netflix Inc31.9M $0.07 %
18Capital One Financial Corp21.9M $0.06 %
19Apple Inc21.8M $0.06 %
20Equinix Inc21.8M $0.06 %
21Cheniere Energy Partners LP11.7M $0.06 %
22Banco Santander SA21.7M $0.06 %
23Ally Financial Inc31.6M $0.06 %
24Amgen Inc51.5M $0.05 %
25DaVita Inc31.5M $0.05 %
26Rogers Communications Inc11.4M $0.05 %
27PNC Financial Services Group Inc/The21.4M $0.05 %
28Qnity Electronics Inc21.4M $0.05 %
29Republic Services Inc11.4M $0.05 %
30Omnicom Group Inc11.3M $0.04 %
31American Express Co21.2M $0.04 %
32Dominion Energy Inc11.2M $0.04 %
33Intel Corp11.2M $0.04 %
34DR Horton Inc21.2M $0.04 %
35CVS Health Corp51.2M $0.04 %
36BAE Systems PLC21.2M $0.04 %
37Moody's Corp21.1M $0.04 %
38American Electric Power Co Inc11.1M $0.04 %
39RTX Corp31.1M $0.04 %
40Kinder Morgan, Inc.21.1M $0.04 %
41Expand Energy Corp21.1M $0.04 %
42US Bancorp11.1M $0.04 %
43Motorola Solutions Inc31.1M $0.04 %
44Ares Capital Corp31.1M $0.04 %
45Howmet Aerospace Inc21M $0.04 %
46Dick's Sporting Goods Inc21M $0.04 %
47GE HealthCare Technologies Inc31M $0.04 %
48Broadcom Inc41M $0.04 %
49Hewlett Packard Enterprise Co21M $0.04 %
50Duke Energy Corp21M $0.03 %
51Occidental Petroleum Corp2983.3K $0.03 %
52Tenet Healthcare Corp2970.7K $0.03 %
53Toronto-Dominion Bank/The1959.5K $0.03 %
54Royalty Pharma PLC3932.6K $0.03 %
55ONEOK Inc1910.5K $0.03 %
56Royal Caribbean Cruises Ltd4902.5K $0.03 %
57Grifols SA2898K $0.03 %
58Bombardier Inc5880.6K $0.03 %
59CaixaBank SA2878.8K $0.03 %
60Eli Lilly & Co2805.7K $0.03 %
61UBS Group AG2803.1K $0.03 %
62Encore Capital Group Inc2796.7K $0.03 %
63Waste Connections Inc3794.6K $0.03 %
64Home Depot Inc/The2771.4K $0.03 %
65Alimentation Couche-Tard Inc2762.7K $0.03 %
66AbbVie Inc2749.9K $0.03 %
67EquipmentShare.com Inc2742.6K $0.03 %
68Gray Media Inc3742.4K $0.03 %
69Marriott International Inc/MD1731.5K $0.03 %
70EW Scripps Co/The1728.8K $0.02 %
71Fairfax Financial Holdings Ltd1722.2K $0.02 %
72Alphabet Inc2710.3K $0.02 %
73Comcast Corp3688.6K $0.02 %
74Becton Dickinson & Co1681.8K $0.02 %
75Clear Channel Outdoor Holdings Inc3676.1K $0.02 %
76Huntington Bancshares Inc/OH1670.9K $0.02 %
77Mitsubishi UFJ Financial Group Inc1659.5K $0.02 %
78Iron Mountain Inc1653.4K $0.02 %
79ATI Inc4652.1K $0.02 %
80SUNOCO LP3645.1K $0.02 %
81MSCI Inc1640.2K $0.02 %
82Merck & Co Inc1627.2K $0.02 %
83Cleveland-Cliffs Inc2609.5K $0.02 %
84Ryder System Inc1602.9K $0.02 %
85Barclays PLC1600.4K $0.02 %
86ServiceNow Inc1585.1K $0.02 %
87Brown & Brown Inc2570.3K $0.02 %
88Kenvue Inc2569.9K $0.02 %
89Caterpillar Inc1568.8K $0.02 %
90Caesars Entertainment Inc3563.8K $0.02 %
91TTM Technologies Inc1562.3K $0.02 %
92Viatris Inc1548K $0.02 %
93Commonwealth Bank of Australia1541.6K $0.02 %
94Amazon.com Inc2515.5K $0.02 %
95Synopsys Inc1513.9K $0.02 %
96ABN AMRO Bank NV1503.9K $0.02 %
97Cadence Design Systems Inc1503.5K $0.02 %
98PRA Group Inc1495.1K $0.02 %
99Forvia SE1478.7K $0.02 %
100Walt Disney Co/The1474.9K $0.02 %

Sector breakdown

  • Technology 24.8 %
  • Financials 11.5 %
  • Communication 9.2 %
  • Industrials 8.8 %
  • Health care 8.7 %
  • Consumer discretionary 7.4 %
  • Consumer staples 4.9 %
  • Energy 3.3 %
  • Materials 3.0 %
  • Utilities 2.2 %
  • Real estate 1.2 %
  • Unattributed 15.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 86.0 %
  • EUR 5.0 %
  • JPY 2.9 %
  • GBP 2.8 %
  • CHF 1.4 %
  • HKD 0.4 %
  • AUD 0.4 %
  • DKK 0.3 %
  • ILS 0.2 %
  • SEK 0.2 %
  • NOK 0.1 %
  • TWD 0.1 %
  • SGD 0.1 %
  • CAD 0.1 %
  • IDR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 84.0 %
  • United Kingdom 3.5 %
  • Japan 2.9 %
  • France 1.7 %
  • Switzerland 1.4 %
  • Netherlands 1.0 %
  • Germany 0.9 %
  • Australia 0.6 %
  • Spain 0.6 %
  • Denmark 0.4 %
  • Italy 0.4 %
  • Hong Kong SAR China 0.4 %
  • Other countries 2.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States6581.7B $83.99 %
2United Kingdom3171.6M $3.49 %
3Japan4859.9M $2.92 %
4France1834.4M $1.68 %
5Switzerland1028.8M $1.41 %
6Netherlands720M $0.98 %
7Germany1118.4M $0.90 %
8Australia613M $0.64 %
9Spain811.9M $0.58 %
10Denmark68.5M $0.42 %
11Italy77.9M $0.39 %
12Hong Kong SAR China87.4M $0.36 %
Cite this page

Titelia. "Holdings of Putnam Dynamic Asset Allocation Balanced Fund". https://titelia.com/en/funds/S000000778