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
201Vodafone Group PLC 2,075,6843.1M $0.08 %
202Anglogold Ashanti Plc 31,1253.1M $0.08 %
203TransDigm Group Inc 2,6503.1M $0.08 %
204BJ's Wholesale Club Holdings Inc 31,0683.1M $0.08 %
205Engie SA 94,4953M $0.08 %
206Globe Life Inc 21,7853M $0.08 %
207Unilever PLC 54,9813M $0.08 %
208Nasdaq Inc 35,3163M $0.08 %
209CTBC Financial Holding Co Ltd 1,840,0003M $0.08 %
210Hong Kong Exchanges & Clearing Ltd 59,2003M $0.08 %
211Kansai Electric Power Co Inc/The 177,9003M $0.08 %
212TIM SA/Brazil 557,8003M $0.08 %
213Novo Nordisk A/S 79,6912.9M $0.08 %
214Nomura Holdings Inc 367,2002.9M $0.08 %
215TJX Cos Inc/The 18,0482.9M $0.08 %
216Thales SA 9,8132.9M $0.08 %
217King Yuan Electronics Co Ltd 336,0002.9M $0.08 %
218Berkshire Hathaway Inc 5,9402.8M $0.07 %
219Comcast Corp 98,8662.8M $0.07 %
220Al Rajhi Bank 98,3812.8M $0.07 %
221Bank Hapoalim BM 119,1782.8M $0.07 %
222Bandai Namco Holdings Inc 111,8002.8M $0.07 %
223China Pacific Insurance Group Co Ltd 672,2002.8M $0.07 %
224Yangzijiang Shipbuilding Holdings Ltd 922,7002.7M $0.07 %
225Reckitt Benckiser Group PLC 40,5032.7M $0.07 %
226Booking Holdings Inc 6372.7M $0.07 %
227GE Vernova T&D India Ltd 69,0572.7M $0.07 %
228ENEOS Holdings Inc 288,5002.6M $0.07 %
229OTP Bank Nyrt 24,2022.6M $0.07 %
230Apollo Hospitals Enterprise Ltd 32,5392.6M $0.07 %
231Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 4,0552.6M $0.07 %
232Ryanair Holdings PLC 90,9232.6M $0.07 %
233FirstRand Ltd 496,5832.5M $0.07 %
234QBE Insurance Group Ltd. 169,8892.5M $0.07 %
235Larsen & Toubro Ltd 67,0572.5M $0.07 %
236Universal Music Group NV 127,8712.5M $0.07 %
237Vornado Realty Trust 95,2212.5M $0.07 %
238WuXi AppTec Co Ltd 161,0802.5M $0.06 %
239Qantas Airways Ltd 413,7512.4M $0.06 %
240Daiichi Sankyo Co Ltd 135,5002.4M $0.06 %
241Aristocrat Leisure Ltd 76,0402.4M $0.06 %
242International Consolidated Airlines Group SA 507,0012.4M $0.06 %
243Danske Bank A/S 48,7162.4M $0.06 %
244Elite Material Co Ltd 28,0002.4M $0.06 %
245Etihad Etisalat Co 136,5242.4M $0.06 %
246Nintendo Co Ltd 41,5002.4M $0.06 %
247Bizlink Holding Inc 41,0002.4M $0.06 %
248NAURA Technology Group Co Ltd 35,6252.3M $0.06 %
249Recruit Holdings Co Ltd 53,2002.3M $0.06 %
250Neurocrine Biosciences Inc 17,4302.3M $0.06 %
251Air Liquide SA 10,8962.3M $0.06 %
252Telstra Group Ltd. 609,1642.2M $0.06 %
253Charter Communications, Inc. 10,3392.2M $0.06 %
254Aditya Birla Capital Ltd 715,1042.2M $0.06 %
255Grupo Financiero Banorte SAB de CV 200,6652.2M $0.06 %
256Deutsche Bank AG 74,7172.2M $0.06 %
257Nice Ltd 20,0062.2M $0.06 %
258China Hongqiao Group Ltd 487,0002.2M $0.06 %
259Intesa Sanpaolo SpA 362,1352.2M $0.06 %
260Asia Vital Components Co Ltd 33,0002.2M $0.06 %
261Rasan Information Technology Co 59,4012.2M $0.06 %
2623i Group PLC 66,0882.2M $0.06 %
263Coca-Cola HBC AG 38,2062.2M $0.06 %
264Siemens AG 8,6372.1M $0.06 %
265Powszechny Zaklad Ubezpieczen SA 120,8692.1M $0.06 %
266Solstice Advanced Materials Inc 27,6002.1M $0.06 %
267Eastman Chemical Co 27,3532.1M $0.05 %
268Prudential PLC 148,3272.1M $0.05 %
269Bloom Energy Corp 15,2102.1M $0.05 %
270Sunbelt Rentals Holdings Inc 32,2952.1M $0.05 %
271Schindler Holding AG 6,1992M $0.05 %
272Las Vegas Sands Corp 37,6622M $0.05 %
273Tesco PLC 322,0592M $0.05 %
274Zijin Mining Group Co Ltd 446,0002M $0.05 %
275Aisin Corp 141,1002M $0.05 %
276Otsuka Holdings Co Ltd 27,5002M $0.05 %
277Ipsen SA 10,3921.9M $0.05 %
278Coca-Cola Europacific Partners PLC 21,1921.9M $0.05 %
279Maplebear Inc 50,8391.9M $0.05 %
280Canadian National Railway Co 18,3441.9M $0.05 %
281AIB Group PLC 176,0541.9M $0.05 %
282Abu Dhabi Islamic Bank PJSC 317,9991.8M $0.05 %
283Associated British Foods PLC 72,4941.8M $0.05 %
284Applied Materials Inc 5,2601.8M $0.05 %
285UltraTech Cement Ltd 15,5651.8M $0.05 %
286Ross Stores Inc 7,9431.7M $0.05 %
287MINEBEA MITSUMI Inc 103,5001.7M $0.05 %
288HDFC Asset Management Co Ltd 73,5331.7M $0.05 %
289Sandisk Corp/DE 2,7031.7M $0.05 %
290AerCap Holdings NV 12,5001.7M $0.05 %
291NIDEC CORP 134,7001.7M $0.05 %
292Marathon Petroleum Corp 7,0011.7M $0.05 %
293Far EasTone Telecommunications Co Ltd 591,0001.7M $0.04 %
294Prysmian SpA 14,3641.7M $0.04 %
295Kia Corp 17,0871.7M $0.04 %
296APR Corp/Korea 7,2531.7M $0.04 %
297Edison International 22,5261.6M $0.04 %
298Emaar Properties PJSC 502,7721.6M $0.04 %
299GEA Group AG 22,7391.6M $0.04 %
300Chevron Corp 7,8681.6M $0.04 %

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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