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
601Hong Kong Exchanges & Clearing Ltd 6,300317.8K $0.01 %
602AMN Healthcare Services Inc 17,155314.6K $0.01 %
603Mineralys Therapeutics Inc 11,468310.7K $0.01 %
604NMI Holdings Inc 8,273310.3K $0.01 %
605Maze Therapeutics Inc 10,313307.8K $0.01 %
606PagerDuty Inc 49,019304.4K $0.01 %
607Bank of NT Butterfield & Son Ltd/The 5,715299.9K $0.01 %
608Calix Inc 5,978292.9K $0.01 %
609Dole PLC 20,138287.8K $0.01 %
610Commvault Systems Inc 3,639283.4K $0.01 %
611PROG Holdings Inc 9,848282.5K $0.01 %
612Joby Aviation Inc 34,140282K $0.01 %
613OFG Bancorp 6,955281.4K $0.01 %
614Tango Therapeutics Inc 13,275277.7K $0.01 %
615Leonardo SpA 4,052275.6K $0.01 %
616BOC Hong Kong Holdings Ltd 49,500273.1K $0.01 %
617Enterprise Financial Services Corp 5,036272.5K $0.01 %
618National Energy Services Reunited Corp 12,567269.8K $0.01 %
619Bank of Hawaii Corp 3,626269.2K $0.01 %
620Avolta AG 4,483268.8K $0.01 %
621SiriusPoint Ltd 12,225263.3K $0.01 %
622Korn Ferry 4,180263.1K $0.01 %
623Nexon Co Ltd 13,800259.9K $0.01 %
624Arlo Technologies Inc 18,057257K $0.01 %
625Ironwood Pharmaceuticals Inc 72,370254K $0.01 %
626Allient Inc 4,270252.3K $0.01 %
627Legalzoom.com Inc 44,369251.6K $0.01 %
628Amalgamated Financial Corp 6,448250.6K $0.01 %
629Fujikura Ltd. 9,000247.5K $0.01 %
630Portland General Electric Co 4,573241.3K $0.01 %
631Phreesia Inc 28,593239.6K $0.01 %
632Power Solutions International Inc 3,875235.9K $0.01 %
633Simmons First National Corp 12,044234.3K $0.01 %
634Viavi Solutions Inc 6,961231.7K $0.01 %
635EverQuote Inc 15,004231.4K $0.01 %
636Hub Group Inc 6,384230.1K $0.01 %
637BioMerieux 2,100224.4K $0.01 %
638AXA SA 4,850222.9K $0.01 %
639Oracle Corp Japan 4,100222.4K $0.01 %
640CaixaBank SA 18,376220.3K $0.01 %
641V2X Inc 3,159216.4K $0.01 %
642Genmab A/S 777209.3K $0.01 %
643Udemy Inc 45,062208.2K $0.01 %
644PennyMac Financial Services Inc 2,370207.1K $0.01 %
645SITE Centers Corp 37,636203.2K $0.01 %
646Innospec Inc 2,733199.6K $0.01 %
647Asahi Kasei Corp 20,200197.6K $0.01 %
648Adient PLC 9,645194.9K $0.01 %
649Seneca Foods Corp 1,283193.9K $0.01 %
650ACI Worldwide Inc 4,663191.2K $0.01 %
651Virtus Investment Partners Inc 1,408189.2K $0.01 %
652Banco Latinoamericano de Comercio Exterior SA 3,690188.5K $0.01 %
653IDT Corp 3,808187K $0.01 %
654Bunzl PLC 6,193186.4K $0.01 %
655Blend Labs Inc 109,555186.2K $0.01 %
656Fujitsu Ltd 9,100186.1K $0.01 %
657Central Pacific Financial Corp 5,771184.4K $0.01 %
658Daiichi Life Group, Inc. 20,000184.4K $0.01 %
659Cinemark Holdings Inc 6,380182K $0.01 %
660Universal Insurance Holdings Inc 5,311181.4K $0.01 %
661ESCO Technologies Inc 641180.4K $0.01 %
662Proto Labs Inc 3,081175.7K $0.01 %
663Patterson-UTI Energy Inc 16,074174.1K $0.01 %
664Sun Country Airlines Holdings Inc 10,446172.6K $0.01 %
665Liberty Energy Inc 5,985172.4K $0.01 %
666Rayonier Advanced Materials Inc 15,336169.8K $0.01 %
667Zymeworks Inc 6,678167.2K $0.01 %
668United Natural Foods Inc 3,687166.1K $0.01 %
669Flushing Financial Corp 10,805166K $0.01 %
670Hanmi Financial Corp 6,205163.6K $0.01 %
671Intrepid Potash Inc 3,817163.3K $0.01 %
672Kodiak Gas Services Inc 2,693157.1K $0.01 %
673Fresenius SE & Co. KGaA 2,970154.1K $0.01 %
674Kodiak Sciences Inc 4,033153.7K $0.01 %
675Galaxy Entertainment Group Ltd 34,000153.7K $0.01 %
676GigaCloud Technology Inc 3,383153.5K $0.01 %
677PubMatic Inc 18,352150.1K $0.01 %
678Fabrinet 287149.7K $0.01 %
679Bandwidth Inc 8,299147.9K $0.01 %
680Hope Bancorp Inc 13,238147.9K $0.01 %
681CBL & Associates Properties Inc 3,825147K $0.01 %
682California Resources Corp 2,119146.7K $0.01 %
683Avient Corp 4,038146.6K $0.01 %
684Chart Industries Inc 707146.2K $0.01 %
685Ingevity Corp 2,038145.2K $0.01 %
686Sanmina Corp 1,119145.1K $0.01 %
687Urban Outfitters Inc 2,257143K $0.00 %
688American Eagle Outfitters Inc 8,533142.5K $0.00 %
689DHT Holdings Inc 7,762141.8K $0.00 %
690Ibotta Inc 4,550136.4K $0.00 %
691Andersons Inc/The 1,896136.1K $0.00 %
692Resideo Technologies Inc 4,021135.5K $0.00 %
693Dycom Industries Inc 395133.8K $0.00 %
694Rapid7 Inc 24,126132.9K $0.00 %
695Sally Beauty Holdings Inc 9,594132.9K $0.00 %
696Capricor Therapeutics Inc 4,358132.5K $0.00 %
697Dorian LPG Ltd 3,858131.9K $0.00 %
698Moog Inc 448131.1K $0.00 %
699Puma Biotechnology Inc 20,421130.5K $0.00 %
700NetScout Systems Inc 4,095130.2K $0.00 %

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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