Titelia

Holdings of Putnam Dynamic Asset Allocation Conservative Fund

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

Net assets
809.4M $ including 424.8M $ in equities, 52.5 %
Positions
866 in 32 countries
Bond lines
322 from 178 companies
Top ten
15.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
401Norfolk Southern Corp 647185.7K $0.02 %
402Unum Group 2,541185.6K $0.02 %
403Asics Corp 6,900185.5K $0.02 %
404Corebridge Financial Inc 7,768185.3K $0.02 %
405Coca-Cola Consolidated Inc 964184.8K $0.02 %
406Abbott Laboratories 1,797184.5K $0.02 %
407Parker-Hannifin Corp 206184.4K $0.02 %
408United Airlines Holdings Inc 2,002184.3K $0.02 %
409Cencora Inc 586184.1K $0.02 %
410Vistra Corp 1,223183.9K $0.02 %
411Ameriprise Financial Inc 413183.5K $0.02 %
412Eversource Energy 2,646183.3K $0.02 %
413AutoZone Inc 54182.4K $0.02 %
414Toll Brothers Inc 1,333181.9K $0.02 %
415Salesforce Inc 974181.8K $0.02 %
416Sun Communities Inc 1,441181.5K $0.02 %
417CVS Health Corp 2,527181.5K $0.02 %
418Doximity Inc 7,772181.1K $0.02 %
419Omega Healthcare Investors Inc 4,130181K $0.02 %
420Repsol SA 6,407180.3K $0.02 %
421Etsy Inc 3,589179.4K $0.02 %
422Stryker Corp 545179.1K $0.02 %
423Pegasystems Inc 4,169177.4K $0.02 %
424Paylocity Holding Corp 1,639177.1K $0.02 %
425Intuit Inc 409176.8K $0.02 %
426ROBLOX Corp 3,101175.4K $0.02 %
427HCA Healthcare Inc 370175.1K $0.02 %
428RingCentral Inc 4,687174.3K $0.02 %
429Insulet Corp 830174.2K $0.02 %
430Mid-America Apartment Communities, Inc. 1,421173.5K $0.02 %
431EPR Properties 3,473173.5K $0.02 %
432Public Storage 640173.4K $0.02 %
433GoDaddy Inc 2,096173.3K $0.02 %
434Veralto Corp 1,956172.9K $0.02 %
435Home Depot Inc/The 524172.3K $0.02 %
436Leidos Holdings Inc 1,107172.2K $0.02 %
437Manhattan Associates Inc 1,291171.9K $0.02 %
438Universal Health Services Inc 958171.5K $0.02 %
439Dropbox Inc 7,533171.1K $0.02 %
440Boeing Co/The 853169.8K $0.02 %
441Workday Inc 1,303169.3K $0.02 %
442Rubrik Inc 3,445168.7K $0.02 %
443Crowdstrike Holdings Inc 432168.7K $0.02 %
444Teradata Corp 6,522167.2K $0.02 %
445Verisk Analytics Inc 880167K $0.02 %
446Olympus Corp 17,500166.7K $0.02 %
447DoorDash Inc 1,100165.2K $0.02 %
448Komatsu Ltd 4,100163.3K $0.02 %
449Broadridge Financial Solutions Inc 1,000162.5K $0.02 %
450Atlassian Corp 2,355160.7K $0.02 %
451Cushman & Wakefield Ltd 13,102160.6K $0.02 %
452Ulta Beauty Inc 305159.4K $0.02 %
453Fast Retailing Co Ltd 400158K $0.02 %
454Tenet Healthcare Corp 832157K $0.02 %
455Pandora A/S 2,085149K $0.02 %
456Eni SpA 5,197147.8K $0.02 %
457Mitsubishi Corp 4,300147.5K $0.02 %
458Nestle SA 1,500147.1K $0.02 %
459Advanced Energy Industries Inc 441142.3K $0.02 %
460NOF Corp 7,100141.7K $0.02 %
461Sterling Infrastructure Inc 345140.5K $0.02 %
462Smiths Group PLC 4,584139.9K $0.02 %
463Credo Technology Group Holding Ltd 1,480138.9K $0.02 %
464Advantest Corp 1,000138K $0.02 %
465Nextpower Inc 1,141137.5K $0.02 %
466InterContinental Hotels Group PLC 1,005132.5K $0.02 %
467Unilever Indonesia Tbk PT 1,215,300131.6K $0.02 %
468Aena SME SA 4,441131K $0.02 %
469ArcelorMittal SA 2,525131K $0.02 %
470Argan Inc 239130.2K $0.02 %
471TTM Technologies Inc 1,326129.2K $0.02 %
472Ajinomoto Co Inc 4,500127.2K $0.02 %
473Hecla Mining Co 6,785126.4K $0.02 %
474Arrowhead Pharmaceuticals Inc 2,002125.5K $0.02 %
475Indofood CBP Sukses Makmur Tbk PT 289,400125.2K $0.02 %
476Norsk Hydro ASA 11,698124.7K $0.02 %
477Guardant Health Inc 1,301120.2K $0.01 %
478Primoris Services Corp 818117K $0.01 %
479Protagonist Therapeutics Inc 1,095115.4K $0.01 %
480Watts Water Technologies Inc 397115.2K $0.01 %
481Credit Agricole SA 6,133114.5K $0.01 %
482Transocean Ltd 17,246114.3K $0.01 %
483Boliden AB 2,159113.2K $0.01 %
484CareTrust REIT Inc 3,081112.9K $0.01 %
485Sekisui Chemical Co Ltd 6,700112.5K $0.01 %
486Toyota Motor Corp. 5,400112.3K $0.01 %
487EnerSys 644111.9K $0.01 %
488Jackson Financial Inc 1,044110.4K $0.01 %
489DuPont de Nemours Inc 2,379109K $0.01 %
490Matson Inc 659108K $0.01 %
491SLB Ltd 2,099107.9K $0.01 %
492StoneX Group Inc 1,336107.7K $0.01 %
493Next PLC 630106.4K $0.01 %
494Alkermes PLC 2,996105.9K $0.01 %
495Rambus Inc 1,226105.5K $0.01 %
496Unipol Assicurazioni SpA 4,525105.1K $0.01 %
497Fortinet Inc 1,271103.9K $0.01 %
498Banco de Sabadell SA 28,873103.4K $0.01 %
499Brinker International Inc 721102.9K $0.01 %
500Dana Inc 3,021101.7K $0.01 %

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The bonds it holds

178 companies, 322 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp64.2M $0.52 %
2JPMorgan Chase & Co43.2M $0.39 %
3Morgan Stanley62.8M $0.34 %
4Citigroup Inc52.6M $0.32 %
5Wells Fargo & Co22.2M $0.27 %
6Goldman Sachs Group Inc/The22M $0.25 %
7AT&T Inc41.5M $0.19 %
8Energy Transfer LP31.5M $0.19 %
9Verizon Communications Inc41.5M $0.19 %
10Banco Santander SA21.5M $0.18 %
11American Tower Corp51.4M $0.17 %
12Boeing Co/The81.4M $0.17 %
13Oracle Corp61.2M $0.15 %
14Crown Castle Inc51M $0.13 %
15Philip Morris International Inc.3948K $0.12 %
16Capital One Financial Corp2891.9K $0.11 %
17Equinix Inc2885.3K $0.11 %
18Netflix Inc3868.4K $0.11 %
19Carnival Corp6792.2K $0.10 %
20Cheniere Energy Partners LP1747.9K $0.09 %
21Omnicom Group Inc1745.8K $0.09 %
22NRG Energy Inc5739.4K $0.09 %
23Apple Inc2737.2K $0.09 %
24Ally Financial Inc3699.3K $0.09 %
25Duke Energy Corp2693.5K $0.09 %
26PNC Financial Services Group Inc/The2654.9K $0.08 %
27Rogers Communications Inc1610.3K $0.08 %
28Republic Services Inc1588.6K $0.07 %
29Amgen Inc2578.4K $0.07 %
30Qnity Electronics Inc2572.6K $0.07 %
31BAE Systems PLC2567.7K $0.07 %
32Commonwealth Bank of Australia1556.7K $0.07 %
33Dominion Energy Inc1529.7K $0.07 %
34DR Horton Inc2523.4K $0.06 %
35DaVita Inc3522.4K $0.06 %
36Ares Capital Corp3515.3K $0.06 %
37US Bancorp1512.9K $0.06 %
38American Express Co2508K $0.06 %
39Howmet Aerospace Inc2505.8K $0.06 %
40Intel Corp1503.6K $0.06 %
41Kinder Morgan, Inc.2497.5K $0.06 %
42Toronto-Dominion Bank/The1491.2K $0.06 %
43American Electric Power Co Inc2476K $0.06 %
44Moody's Corp2458.9K $0.06 %
45CVS Health Corp5453.7K $0.06 %
46Hewlett Packard Enterprise Co2453.7K $0.06 %
47Dick's Sporting Goods Inc2445.7K $0.06 %
48Motorola Solutions Inc3439.2K $0.05 %
49RTX Corp3420.5K $0.05 %
50CaixaBank SA2405.9K $0.05 %
51Intesa Sanpaolo SpA1395.9K $0.05 %
52Royal Caribbean Cruises Ltd4393.7K $0.05 %
53Royalty Pharma PLC3393.4K $0.05 %
54Alimentation Couche-Tard Inc2377.7K $0.05 %
55Home Depot Inc/The3371.2K $0.05 %
56ONEOK Inc1369.1K $0.05 %
57Fairfax Financial Holdings Ltd1366.6K $0.05 %
58Tenet Healthcare Corp2343.7K $0.04 %
59Mitsubishi UFJ Financial Group Inc1339.9K $0.04 %
60Becton Dickinson & Co1338.6K $0.04 %
61AbbVie Inc2337.2K $0.04 %
62Huntington Bancshares Inc/OH1330.7K $0.04 %
63Waste Connections Inc3326.2K $0.04 %
64Merck & Co Inc1325.7K $0.04 %
65Eli Lilly & Co2321.9K $0.04 %
66Encore Capital Group Inc1317.4K $0.04 %
67Occidental Petroleum Corp2315.4K $0.04 %
68Alphabet Inc2312.9K $0.04 %
69UBS Group AG1307.5K $0.04 %
70GE HealthCare Technologies Inc2307.5K $0.04 %
71ABN AMRO Bank NV1302.4K $0.04 %
72Marriott International Inc/MD1292.6K $0.04 %
73ServiceNow Inc1290.8K $0.04 %
74Broadcom Inc4283.3K $0.04 %
75Bombardier Inc4283.2K $0.04 %
76MSCI Inc1276.1K $0.03 %
77Viatris Inc1274.5K $0.03 %
78UnitedHealth Group Inc1266.9K $0.03 %
79EW Scripps Co/The1257.5K $0.03 %
80Clear Channel Outdoor Holdings Inc3256.8K $0.03 %
81EquipmentShare.com Inc2249.3K $0.03 %
82Brown & Brown Inc2249.1K $0.03 %
83Grifols SA1243.4K $0.03 %
84Ryder System Inc1239.1K $0.03 %
85Comcast Corp3238.5K $0.03 %
86Amazon.com Inc2238K $0.03 %
87ATI Inc4237.4K $0.03 %
88Kenvue Inc1237K $0.03 %
89Walt Disney Co/The1227.5K $0.03 %
90Synopsys Inc1225.7K $0.03 %
91Caterpillar Inc1225.5K $0.03 %
92Intercontinental Exchange Inc2223.5K $0.03 %
93Johnson Controls International plc1223.1K $0.03 %
94Insulet Corp1219.6K $0.03 %
95Salesforce Inc1215.1K $0.03 %
96Iron Mountain Inc1214.5K $0.03 %
97Gray Media Inc3208.7K $0.03 %
98Nissan Motor Co Ltd1205.9K $0.03 %
99SUNOCO LP3205K $0.03 %
100Humana Inc1204K $0.03 %

Sector breakdown

  • Technology 24.4 %
  • Financials 11.8 %
  • Communication 9.2 %
  • Industrials 8.9 %
  • Health care 8.8 %
  • Consumer discretionary 7.2 %
  • Consumer staples 4.8 %
  • Energy 3.3 %
  • Materials 3.1 %
  • Utilities 2.3 %
  • Real estate 1.2 %
  • Unattributed 14.9 %

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

Currency breakdown

  • USD 83.0 %
  • EUR 6.1 %
  • JPY 3.6 %
  • GBP 3.3 %
  • CHF 1.7 %
  • AUD 0.4 %
  • HKD 0.4 %
  • DKK 0.4 %
  • ILS 0.3 %
  • SEK 0.2 %
  • NOK 0.2 %
  • TWD 0.1 %
  • SGD 0.1 %
  • CAD 0.1 %
  • IDR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 81.0 %
  • United Kingdom 4.0 %
  • Japan 3.6 %
  • France 2.0 %
  • Switzerland 1.7 %
  • Netherlands 1.2 %
  • Germany 1.1 %
  • Australia 0.8 %
  • Spain 0.7 %
  • Denmark 0.5 %
  • Italy 0.5 %
  • Hong Kong SAR China 0.4 %
  • Other countries 2.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States658343.9M $80.95 %
2United Kingdom3117.2M $4.04 %
3Japan4815.3M $3.60 %
4France188.5M $2.00 %
5Switzerland107.1M $1.67 %
6Netherlands75.1M $1.21 %
7Germany114.7M $1.11 %
8Australia63.4M $0.79 %
9Spain83.1M $0.72 %
10Denmark62.1M $0.48 %
11Italy72M $0.48 %
12Hong Kong SAR China81.9M $0.44 %
Cite this page

Titelia. "Holdings of Putnam Dynamic Asset Allocation Conservative Fund". https://titelia.com/en/funds/S000000779