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
501Axos Financial Inc 6,608562.3K $0.02 %
502Brink's Co/The 5,404560K $0.02 %
503Teekay Tankers Ltd 7,531552.2K $0.02 %
504First BanCorp/Puerto Rico 25,810551.3K $0.02 %
505Itron Inc 6,095546.3K $0.02 %
506Smiths Group PLC 17,827544K $0.02 %
507Hamilton Insurance Group Ltd 18,225543.7K $0.02 %
50810X Genomics Inc 25,510541.6K $0.02 %
509Taylor Morrison Home Corp 9,277540.3K $0.02 %
510ImmunityBio Inc 70,356539.6K $0.02 %
511Advantest Corp 3,900538.2K $0.02 %
512Cathay General Bancorp 10,778537.4K $0.02 %
513LendingClub Corp 37,499537K $0.02 %
514Perimeter Solutions Inc 21,824532.9K $0.02 %
515Genworth Financial Inc 65,387530.9K $0.02 %
516Ambarella Inc 10,291529.7K $0.02 %
517Pagseguro Digital Ltd 52,799529K $0.02 %
518Unilever Indonesia Tbk PT 4,876,300528.1K $0.02 %
519SLB Ltd 10,252526.9K $0.02 %
520Rhythm Pharmaceuticals Inc 5,924515.2K $0.02 %
521InterContinental Hotels Group PLC 3,903514.7K $0.02 %
522Ajinomoto Co Inc 18,200514.5K $0.02 %
523Sonos Inc 38,369514.1K $0.02 %
524Fortinet Inc 6,280513.2K $0.02 %
525Customers Bancorp Inc 7,371511.6K $0.02 %
526ArcelorMittal SA 9,859511.3K $0.02 %
527CNO Financial Group Inc 12,367507.8K $0.02 %
528Black Hills Corp 7,280505.3K $0.02 %
529Aena SME SA 17,040502.6K $0.02 %
530Indofood CBP Sukses Makmur Tbk PT 1,160,700502.1K $0.02 %
531Visteon Corp 5,495500.6K $0.02 %
532Tyson Foods Inc 7,783498.7K $0.02 %
533Supernus Pharmaceuticals Inc 9,630497.8K $0.02 %
534ACADIA Pharmaceuticals Inc 22,049490.8K $0.02 %
535Victoria's Secret & Co 10,499486.7K $0.02 %
536DuPont de Nemours Inc 10,624486.6K $0.02 %
537Norsk Hydro ASA 45,404483.9K $0.02 %
538Polaris Inc 8,879483.9K $0.02 %
539Enova International Inc 3,553482.6K $0.02 %
540Teladoc Health Inc 87,590477.4K $0.02 %
541Travere Therapeutics Inc 15,983474.9K $0.02 %
542Upwork Inc 43,315474.7K $0.02 %
543NU Holdings Ltd/Cayman Islands 32,979473.9K $0.02 %
544Stoke Therapeutics Inc 14,238463.6K $0.02 %
545AnaptysBio Inc 8,333462.1K $0.02 %
546nLight Inc 8,100461.9K $0.02 %
547Cargurus Inc 13,511460K $0.02 %
548Hancock Whitney Corp 7,232459.9K $0.02 %
549Cal-Maine Foods Inc 5,772456.9K $0.02 %
550Coursera Inc 78,291455.7K $0.02 %
551IonQ Inc 15,723453.3K $0.02 %
552Illinois Tool Works Inc 1,734451.3K $0.02 %
553Balchem Corp 2,661451K $0.02 %
554Credit Agricole SA 23,997447.9K $0.02 %
555Forum Energy Technologies Inc 7,626447.3K $0.02 %
556Minerals Technologies Inc 6,299446.7K $0.02 %
557Oil States International Inc 38,280445.6K $0.02 %
558Sekisui Chemical Co Ltd 26,300441.5K $0.02 %
559Toyota Motor Corp. 21,000436.5K $0.01 %
560Boliden AB 8,285434.3K $0.01 %
561Novocure Ltd 39,793433.7K $0.01 %
562Ryman Hospitality Properties Inc 4,662430.2K $0.01 %
563Fiserv Inc 7,709430.2K $0.01 %
564Carter's Inc 11,699418.4K $0.01 %
565Next PLC 2,462416K $0.01 %
566Inhibrx Biosciences Inc 6,167414.6K $0.01 %
567M/I Homes Inc 3,373413K $0.01 %
568Raymond James Financial Inc 2,850412.7K $0.01 %
569Avista Corp 10,219410.2K $0.01 %
570Heritage Insurance Holdings Inc 15,623410.1K $0.01 %
571Unipol Assicurazioni SpA 17,364403.4K $0.01 %
572Banco de Sabadell SA 112,069401.5K $0.01 %
573LivaNova PLC 6,254397.5K $0.01 %
574Hilltop Holdings Inc 11,071396.6K $0.01 %
575Arvinas Inc 37,365396.1K $0.01 %
576Astronics Corp 5,934396K $0.01 %
577Monte Rosa Therapeutics Inc 23,906393.3K $0.01 %
578StoneCo Ltd 27,699391.1K $0.01 %
579Sumitomo Electric Industries Ltd. 6,800386.4K $0.01 %
580Trustmark Corp 9,168386.3K $0.01 %
581Coeur Mining Inc 20,460384K $0.01 %
582Precigen Inc 98,097379.6K $0.01 %
583Subaru Corp 22,900369K $0.01 %
584Teekay Corp Ltd 30,031366.7K $0.01 %
585National Bank Holdings Corp 9,262362.7K $0.01 %
586Brightstar Lottery PLC 28,349361.2K $0.01 %
587Murphy Oil Corp 8,672357.7K $0.01 %
588Glaukos Corp 3,295354.7K $0.01 %
589LiveRamp Holdings Inc 13,339353.8K $0.01 %
590Arteris Inc 21,186348.3K $0.01 %
591Axogen Inc 10,284340.7K $0.01 %
592Firefly Aerospace Inc 11,929339.6K $0.01 %
593NETGEAR Inc 15,461337.7K $0.01 %
594Mesa Laboratories Inc 3,792335.3K $0.01 %
595CK Hutchison Holdings Ltd 43,000330.1K $0.01 %
596Castle Biosciences Inc 13,391328.7K $0.01 %
597Ouster Inc 17,585323K $0.01 %
598Vicor Corp 1,996321.4K $0.01 %
599Impinj Inc 3,119320.3K $0.01 %
600Informa PLC 31,888320.3K $0.01 %

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The bonds it holds

This fund holds 342 bond lines from 183 companies. The table shows the 100 largest. Only companies that already have a page on Titelia 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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

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 %

Each line is counted in its quoted currency, as the fund declares it.

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 are computed on the fund's equities only.

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