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
301SCREEN Holdings Co Ltd 27,2001.6M $0.04 %
302Hermes International SCA 8521.6M $0.04 %
303Samsung Heavy Industries Co Ltd 95,8241.6M $0.04 %
304Cummins Inc 2,9801.6M $0.04 %
305Talanx AG 12,7881.6M $0.04 %
306JB Hunt Transport Services Inc 7,3851.6M $0.04 %
307Telefonaktiebolaget LM Ericsson 136,7551.6M $0.04 %
308NEC Corp 62,6001.6M $0.04 %
309HF Sinclair Corp 24,7271.5M $0.04 %
310Sieyuan Electric Co Ltd 52,1001.5M $0.04 %
311Contemporary Amperex Technology Co Ltd 25,7001.5M $0.04 %
312Cushman & Wakefield Ltd 122,0991.5M $0.04 %
313SBI Holdings Inc 80,7001.5M $0.04 %
314Ryanair Holdings PLC 25,7941.5M $0.04 %
315Williams Cos Inc/The 20,4441.5M $0.04 %
316Dollar General Corp 12,5281.5M $0.04 %
317LY Corp 615,3001.5M $0.04 %
318SITC International Holdings Co Ltd 337,0001.5M $0.04 %
319Hasbro Inc 15,5781.5M $0.04 %
320Hanwha Aerospace Co Ltd 1,7051.5M $0.04 %
321Korea Electric Power Corp 51,0111.5M $0.04 %
322Insmed Inc 8,8131.4M $0.04 %
323Garmin Ltd 6,1911.4M $0.04 %
324Japan Exchange Group Inc 122,3001.4M $0.04 %
325Harbin Electric Co Ltd 528,0001.4M $0.04 %
326PG&E Corp 80,5681.4M $0.04 %
327Halliburton Co 36,2701.4M $0.04 %
328Cirrus Logic Inc 9,7641.4M $0.04 %
329Wells Fargo & Co 17,7311.4M $0.04 %
330Bank of New York Mellon Corp/The 11,8191.4M $0.04 %
331Corcept Therapeutics Inc 34,7081.4M $0.04 %
332Automatic Data Processing Inc 6,8841.4M $0.04 %
333Coterra Energy Inc 39,7991.4M $0.04 %
334Devon Energy Corp 27,7641.4M $0.04 %
335Southern Co/The 14,4631.4M $0.04 %
336National Fuel Gas Co 14,8371.4M $0.04 %
337Delta Air Lines Inc 20,9281.4M $0.04 %
338Raia Drogasil SA 306,1001.4M $0.04 %
339Fast Retailing Co Ltd 3,5001.4M $0.04 %
340RenaissanceRe Holdings Ltd 4,6021.4M $0.04 %
341Morgan Stanley 8,2601.4M $0.04 %
342Kinder Morgan, Inc. 40,4561.4M $0.04 %
343KLA Corp 9191.4M $0.04 %
344Micron Technology Inc 4,0031.4M $0.04 %
345US Bancorp 25,7721.3M $0.04 %
346Melrose Industries PLC 197,7181.3M $0.04 %
347Dollar Tree Inc 12,2271.3M $0.04 %
348Tapestry Inc 9,4831.3M $0.04 %
349Bank Central Asia Tbk PT 3,463,5001.3M $0.04 %
350Natera Inc 6,6731.3M $0.04 %
351Tokyo Gas Co Ltd 28,3001.3M $0.04 %
352Comfort Systems USA Inc 9661.3M $0.04 %
353Archer-Daniels-Midland Co 18,3131.3M $0.04 %
354Ebara Corp 47,0001.3M $0.04 %
355Lincoln Electric Holdings Inc 5,3191.3M $0.03 %
356Travelers Cos Inc/The 4,5421.3M $0.03 %
357Virtu Financial Inc 30,1151.3M $0.03 %
358Unilever Indonesia Tbk PT 12,220,3001.3M $0.03 %
359Northern Trust Corp 9,4371.3M $0.03 %
360Viking Holdings Ltd 17,9211.3M $0.03 %
361Chewy Inc 48,5631.3M $0.03 %
362Ubiquiti Inc 1,6481.3M $0.03 %
363Sterling Infrastructure Inc 3,1931.3M $0.03 %
364Dexcom Inc 20,7071.3M $0.03 %
365MTN Group Ltd 111,0011.3M $0.03 %
366Asics Corp 48,2001.3M $0.03 %
367Advanced Energy Industries Inc 4,0141.3M $0.03 %
368BorgWarner Inc 23,8421.3M $0.03 %
369Chubb Ltd 3,9591.3M $0.03 %
370Credo Technology Group Holding Ltd 13,7311.3M $0.03 %
371Weatherford International PLC 13,6021.3M $0.03 %
372New York Times Co/The 15,3531.3M $0.03 %
373Pfizer Inc 45,6561.3M $0.03 %
374Zoom Communications Inc 15,9351.3M $0.03 %
375Repsol SA 45,4531.3M $0.03 %
376Zions Bancorp NA 22,1571.3M $0.03 %
377Alnylam Pharmaceuticals Inc 3,8511.3M $0.03 %
378Ally Financial Inc 32,4391.3M $0.03 %
379CSX Corp 30,9141.3M $0.03 %
380Invesco Ltd 52,1741.3M $0.03 %
381Popular Inc 9,4441.3M $0.03 %
382Nextpower Inc 10,5111.3M $0.03 %
383Reinsurance Group of America Inc 6,1831.3M $0.03 %
384Baker Hughes Co 20,6481.3M $0.03 %
385Medpace Holdings Inc 2,6241.3M $0.03 %
386Synchrony Financial 18,5231.3M $0.03 %
387Ingredion Inc 11,1661.3M $0.03 %
388Johnson & Johnson 5,1381.3M $0.03 %
389Jones Lang LaSalle Inc 4,1271.3M $0.03 %
390AES Corp/The 88,9551.3M $0.03 %
391Public Service Enterprise Group Inc 15,4821.3M $0.03 %
392VeriSign Inc 5,0451.3M $0.03 %
393Brighthouse Financial Inc 20,8641.2M $0.03 %
394Stifel Financial Corp 16,8821.2M $0.03 %
395Indian Hotels Co Ltd/The 204,4661.2M $0.03 %
396Consolidated Edison Inc 11,0001.2M $0.03 %
397Expeditors International of Washington Inc 8,6861.2M $0.03 %
398Prudential Financial, Inc. 12,7161.2M $0.03 %
399Interactive Brokers Group Inc 18,5151.2M $0.03 %
400CMS Energy Corp 16,0061.2M $0.03 %

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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