Titelia

Holdings of Putnam Dynamic Asset Allocation Growth Fund

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

Net assets
3.8B $ including 3B $ in equities, 78.9 %
Positions
924 in 43 countries
Bond lines
352 from 188 companies
Top ten
20.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101T-Mobile US Inc 29,2156.1M $0.16 %
102Intuitive Surgical Inc 13,0136M $0.16 %
103American International Group Inc 79,0695.9M $0.16 %
104Ciena Corp 15,2335.9M $0.16 %
105Deutsche Telekom AG 154,6245.8M $0.15 %
106Galderma Group AG 28,2885.6M $0.15 %
107Prologis Inc 41,9145.5M $0.15 %
108British American Tobacco PLC 95,2305.5M $0.15 %
109Exelixis Inc 128,4295.5M $0.15 %
110Marvell Technology Inc 54,6995.4M $0.14 %
111ServiceNow Inc 50,8785.3M $0.14 %
112Linde PLC 10,6865.3M $0.14 %
113Bank of China Ltd 8,230,0005.3M $0.14 %
114Mitsui & Co Ltd 135,1005.2M $0.14 %
115NRG Energy Inc 35,5945.2M $0.14 %
116Erste Group Bank AG 48,1075.2M $0.14 %
117CBRE Group Inc 38,2965.2M $0.14 %
118Chugai Pharmaceutical Co Ltd 93,8005.2M $0.14 %
119National Bank of Greece SA 332,7645.1M $0.14 %
120MetLife Inc 71,8735.1M $0.13 %
121UBS Group AG 130,1355.1M $0.13 %
122Iberdrola SA 219,6495M $0.13 %
123Otis Worldwide Corp 64,9155M $0.13 %
124Equitable Holdings Inc 134,2655M $0.13 %
125Kroger Co/The 67,5934.9M $0.13 %
126Vulcan Materials Co 17,9494.9M $0.13 %
127Becton Dickinson & Co 30,6174.8M $0.13 %
128Allianz SE 11,2644.8M $0.13 %
129PPL Corp 124,0724.7M $0.12 %
130Safran SA 14,3834.7M $0.12 %
131Constellation Energy Corp. 16,8004.7M $0.12 %
132Vinci SA 30,9814.7M $0.12 %
133BNP Paribas SA 48,7724.6M $0.12 %
134Sherwin-Williams Co/The 14,4204.6M $0.12 %
135Investor AB 121,4604.6M $0.12 %
136PetroChina Co Ltd 3,346,0004.6M $0.12 %
137RWE AG 67,3944.5M $0.12 %
138Inpex Corp 152,0004.5M $0.12 %
139Ingersoll Rand Inc 56,0404.5M $0.12 %
140Blackrock Inc 4,5764.4M $0.12 %
141Lloyds Banking Group PLC 3,542,7734.4M $0.12 %
142KDDI Corp 257,7004.4M $0.12 %
143Equinor ASA 100,8624.3M $0.11 %
144Compass Group PLC 153,8704.3M $0.11 %
145Live Nation Entertainment Inc 28,0764.3M $0.11 %
146Apollo Global Management Inc 38,4034.3M $0.11 %
147Mitsubishi Electric Corp 130,0004.3M $0.11 %
148United Rentals Inc 5,7964.2M $0.11 %
149Barclays PLC 798,1944.2M $0.11 %
150Sony Group Corp 197,7004.1M $0.11 %
151Sumitomo Mitsui Financial Group Inc 124,5004.1M $0.11 %
152KB Financial Group Inc 41,4264.1M $0.11 %
153Carlsberg AS 32,6564.1M $0.11 %
154Kioxia Holdings Corp. 30,8004M $0.11 %
155Enel SpA 364,5204M $0.10 %
156GSK PLC 143,1183.9M $0.10 %
157UniCredit SpA 54,9163.9M $0.10 %
158NN Group NV 50,3503.9M $0.10 %
159NatWest Group PLC 524,5763.9M $0.10 %
160Infineon Technologies AG 85,5973.9M $0.10 %
161Cia de Saneamento Basico do Estado de Sao Paulo SABESP 126,9233.9M $0.10 %
162Snowflake Inc 25,6413.9M $0.10 %
163ICICI Bank Ltd 300,4223.9M $0.10 %
164General Dynamics Corp 11,2123.8M $0.10 %
165IDEXX Laboratories Inc 6,8233.8M $0.10 %
166WH Group Ltd 2,913,0003.8M $0.10 %
167Galp Energia SGPS SA 159,5843.8M $0.10 %
168Hitachi Ltd 128,8003.8M $0.10 %
169Bank Leumi Le-Israel BM 168,0543.8M $0.10 %
170Palantir Technologies Inc 25,4713.7M $0.10 %
171Rio Tinto PLC 39,7353.7M $0.10 %
172SAP SE 21,4823.7M $0.10 %
173PPG Industries Inc 34,2153.7M $0.10 %
174Starbucks Corp 40,7743.7M $0.10 %
175ACS Actividades de Construccion y Servicios SA 29,8343.6M $0.10 %
176Imperial Brands PLC 88,6853.6M $0.09 %
177SK hynix Inc 6,3083.6M $0.09 %
178Bharti Airtel Ltd 187,2013.6M $0.09 %
179Ball Corp 59,3113.5M $0.09 %
180Fortescue Ltd 245,1663.5M $0.09 %
181Jardine Matheson Holdings Ltd 48,7003.5M $0.09 %
182NTPC Ltd 888,8233.5M $0.09 %
183Prosus NV 75,5173.5M $0.09 %
184VICI Properties Inc 127,8543.5M $0.09 %
185AIA Group Ltd 314,0003.5M $0.09 %
186Johnson Controls International plc 26,3943.5M $0.09 %
187Lonza Group AG 5,3833.5M $0.09 %
188Schneider Electric SE 12,5093.4M $0.09 %
189Canadian Pacific Kansas City Ltd 42,8863.4M $0.09 %
190International Container Terminal Services Inc 296,4903.4M $0.09 %
191Holcim AG 40,6533.4M $0.09 %
192Mahindra & Mahindra Ltd 106,2773.3M $0.09 %
193BP PLC 421,0073.3M $0.09 %
194Cie de Saint-Gobain SA 39,7853.3M $0.09 %
195Axis Capital Holdings Ltd 32,4193.3M $0.09 %
196Koninklijke Ahold Delhaize NV 70,5253.3M $0.09 %
197Novo Nordisk A/S 89,7053.3M $0.09 %
198Euronext NV 20,2813.3M $0.09 %
199Oracle Corp 22,0703.2M $0.09 %
200Banco Bilbao Vizcaya Argentaria SA 146,5783.2M $0.08 %

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The bonds it holds

188 companies, 352 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp53.8M $0.10 %
2JPMorgan Chase & Co63.5M $0.09 %
3Morgan Stanley72.9M $0.08 %
4Citigroup Inc52.8M $0.07 %
5NRG Energy Inc52.2M $0.06 %
6Boeing Co/The82.2M $0.06 %
7Verizon Communications Inc42.1M $0.06 %
8Wells Fargo & Co22M $0.05 %
9Goldman Sachs Group Inc/The22M $0.05 %
10Energy Transfer LP32M $0.05 %
11Carnival Corp62M $0.05 %
12AT&T Inc41.7M $0.05 %
13American Tower Corp51.6M $0.04 %
14DaVita Inc31.5M $0.04 %
15Netflix Inc31.3M $0.04 %
16Oracle Corp51.3M $0.04 %
17Philip Morris International Inc.31.3M $0.03 %
18Crown Castle Inc51.3M $0.03 %
19Banco Santander SA31.1M $0.03 %
20Ally Financial Inc31.1M $0.03 %
21Grifols SA21.1M $0.03 %
22Bombardier Inc51M $0.03 %
23Qnity Electronics Inc21M $0.03 %
24Cheniere Energy Partners LP11M $0.03 %
25Royal Caribbean Cruises Ltd4995.6K $0.03 %
26Amgen Inc5982.8K $0.03 %
27Encore Capital Group Inc2976.5K $0.03 %
28Tenet Healthcare Corp2975.5K $0.03 %
29Occidental Petroleum Corp2972.4K $0.03 %
30Apple Inc3970K $0.03 %
31Equinix Inc2948K $0.02 %
32Capital One Financial Corp2945.9K $0.02 %
33UnitedHealth Group Inc2933.8K $0.02 %
34Microsoft Corp1925K $0.02 %
35CVS Health Corp5919K $0.02 %
36Gray Media Inc3874.9K $0.02 %
37Rogers Communications Inc2870K $0.02 %
38EW Scripps Co/The1855.1K $0.02 %
39EquipmentShare.com Inc2846.5K $0.02 %
40Republic Services Inc1838K $0.02 %
41Clear Channel Outdoor Holdings Inc3801.8K $0.02 %
42Amazon.com Inc4796.7K $0.02 %
43Howmet Aerospace Inc3794.7K $0.02 %
44Iron Mountain Inc1783.1K $0.02 %
45ATI Inc4778.4K $0.02 %
46Ares Capital Corp3755K $0.02 %
47Dominion Energy Inc1752.5K $0.02 %
48SUNOCO LP3745.2K $0.02 %
49Ecolab Inc1744.3K $0.02 %
50Intel Corp1744K $0.02 %
51PNC Financial Services Group Inc/The2735.9K $0.02 %
52American Express Co2721.4K $0.02 %
53Cleveland-Cliffs Inc2711.8K $0.02 %
54BAE Systems PLC2705.5K $0.02 %
55Duke Energy Corp2705.3K $0.02 %
56Omnicom Group Inc1699.7K $0.02 %
57UBS Group AG2675.2K $0.02 %
58Expand Energy Corp1665.5K $0.02 %
59Hewlett Packard Enterprise Co2661.7K $0.02 %
60Caesars Entertainment Inc3655.2K $0.02 %
61DR Horton Inc2645.6K $0.02 %
62Dick's Sporting Goods Inc2642.3K $0.02 %
63Kinder Morgan, Inc.3640.7K $0.02 %
64Moody's Corp2623.1K $0.02 %
65Motorola Solutions Inc3621.5K $0.02 %
66CaixaBank SA2606.3K $0.02 %
67GE HealthCare Technologies Inc3603.3K $0.02 %
68Royalty Pharma PLC3576.1K $0.02 %
69PRA Group Inc1575.9K $0.02 %
70Broadcom Inc4575K $0.02 %
71Commonwealth Bank of Australia1572.5K $0.02 %
72RTX Corp3566.4K $0.01 %
73PG&E Corp2556.5K $0.01 %
74Forvia SE1547.1K $0.01 %
75US Bancorp1544.9K $0.01 %
76Viasat Inc1539.3K $0.01 %
77Magnera Corp2526.4K $0.01 %
78TTM Technologies Inc1523.9K $0.01 %
79AbbVie Inc2513.5K $0.01 %
80American Electric Power Co Inc1508.9K $0.01 %
81ONEOK Inc1494.8K $0.01 %
82CACI International Inc1488.9K $0.01 %
83Solstice Advanced Materials Inc1483.6K $0.01 %
84Alphabet Inc2476.8K $0.01 %
85Esab Corp1464.4K $0.01 %
86Axon Enterprise Inc2464.3K $0.01 %
87Boyd Gaming Corp1456.8K $0.01 %
88Commercial Metals Co2456.8K $0.01 %
89Comcast Corp4452.9K $0.01 %
90Barclays PLC1452.9K $0.01 %
91Eli Lilly & Co2435.2K $0.01 %
92Toronto-Dominion Bank/The1432.5K $0.01 %
93EchoStar Corp1432.3K $0.01 %
94Waste Connections Inc3427.8K $0.01 %
95Home Depot Inc/The2417.7K $0.01 %
96Waste Management Inc1410K $0.01 %
97BAUSCH + LOMB CORP3397.2K $0.01 %
98Marriott International Inc/MD1395.6K $0.01 %
99MSCI Inc1395.3K $0.01 %
100Insulet Corp1388.1K $0.01 %

Sector breakdown

  • Technology 24.0 %
  • Financials 11.3 %
  • Communication 8.8 %
  • Industrials 8.2 %
  • Health care 8.1 %
  • Consumer discretionary 6.8 %
  • Consumer staples 4.4 %
  • Materials 3.1 %
  • Energy 3.0 %
  • Utilities 2.1 %
  • Real estate 1.1 %
  • Unattributed 19.0 %

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

Currency breakdown

  • USD 76.4 %
  • EUR 6.1 %
  • JPY 3.6 %
  • GBP 3.0 %
  • HKD 2.2 %
  • TWD 1.8 %
  • CHF 1.6 %
  • KRW 1.1 %
  • INR 1.0 %
  • AUD 0.4 %
  • DKK 0.4 %
  • BRL 0.3 %
  • ILS 0.3 %
  • ZAR 0.2 %
  • SAR 0.2 %
  • SEK 0.2 %
  • CNY 0.2 %
  • NOK 0.2 %
  • IDR 0.1 %
  • AED 0.1 %
  • PHP 0.1 %
  • SGD 0.1 %
  • HUF 0.1 %
  • MXN 0.1 %
  • PLN 0.1 %
  • CAD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 74.4 %
  • United Kingdom 4.1 %
  • Japan 3.6 %
  • France 2.0 %
  • Taiwan 1.8 %
  • Hong Kong SAR China 1.7 %
  • Switzerland 1.6 %
  • Netherlands 1.2 %
  • South Korea 1.1 %
  • Germany 1.1 %
  • India 1.0 %
  • Australia 0.8 %
  • Other countries 5.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States6592.2B $74.42 %
2United Kingdom32121.9M $4.07 %
3Japan48106.8M $3.56 %
4France1858.9M $1.96 %
5Taiwan854.2M $1.81 %
6Hong Kong SAR China1451.4M $1.72 %
7Switzerland1048.9M $1.63 %
8Netherlands735.7M $1.19 %
9South Korea934.1M $1.14 %
10Germany1133M $1.10 %
11India1129M $0.97 %
12Australia623.4M $0.78 %
Cite this page

Titelia. "Holdings of Putnam Dynamic Asset Allocation Growth Fund". https://titelia.com/en/funds/S000000780