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
401American Express Co 4,1021.2M $0.03 %
402Lyft Inc 93,2071.2M $0.03 %
403Target Corp 10,2241.2M $0.03 %
404ADT Inc 188,5461.2M $0.03 %
405Cardinal Health, Inc. 5,8541.2M $0.03 %
406Ecolab Inc 4,6481.2M $0.03 %
407Allison Transmission Holdings Inc 10,5611.2M $0.03 %
408Janus Henderson Group PLC 24,0461.2M $0.03 %
409WEC Energy Group Inc 10,6681.2M $0.03 %
410NewMarket Corp 1,9261.2M $0.03 %
411Curtiss-Wright Corp 1,8121.2M $0.03 %
412United Parcel Service Inc 12,5271.2M $0.03 %
413First Horizon Corp 54,1431.2M $0.03 %
414Graco Inc 14,5541.2M $0.03 %
415AMETEK Inc 5,7451.2M $0.03 %
416Aflac Inc 11,2101.2M $0.03 %
417eBay Inc 13,5041.2M $0.03 %
418Citizens Financial Group Inc 20,4801.2M $0.03 %
419Vertex Pharmaceuticals Inc 2,7501.2M $0.03 %
420American Electric Power Co Inc 9,3661.2M $0.03 %
421Exelon Corp 25,0201.2M $0.03 %
422Antero Midstream Corp 53,7651.2M $0.03 %
423Hologic Inc 16,2151.2M $0.03 %
424Boston Beer Co Inc/The 5,3191.2M $0.03 %
425Waters Corp 4,1081.2M $0.03 %
426MGIC Investment Corp 46,5021.2M $0.03 %
427Duke Energy Corp 9,3211.2M $0.03 %
428Mondelez International Inc 21,1221.2M $0.03 %
429Ameren Corp 11,0751.2M $0.03 %
430Rockwell Automation Inc 3,3891.2M $0.03 %
431Unum Group 16,6201.2M $0.03 %
432Rithm Capital Corp 127,9771.2M $0.03 %
433Verizon Communications Inc 24,1591.2M $0.03 %
434Hanover Insurance Group Inc/The 6,9551.2M $0.03 %
435Argan Inc 2,2111.2M $0.03 %
436Everest Group Ltd 3,6831.2M $0.03 %
437DTE Energy Co 8,2271.2M $0.03 %
438Docusign Inc 25,3641.2M $0.03 %
439TTM Technologies Inc 12,3321.2M $0.03 %
440Axalta Coating Systems Ltd 43,3591.2M $0.03 %
441Avery Dennison Corp 6,9521.2M $0.03 %
442O'Reilly Automotive Inc 12,9771.2M $0.03 %
443Everpure Inc 20,2781.2M $0.03 %
444Affiliated Managers Group Inc 4,3221.2M $0.03 %
445Allegion plc 8,2121.2M $0.03 %
446AutoZone Inc 3531.2M $0.03 %
447Progressive Corp/The 6,0041.2M $0.03 %
448PayPal Holdings Inc 26,2921.2M $0.03 %
449Xcel Energy Inc 14,9661.2M $0.03 %
450Cigna Group/The 4,4561.2M $0.03 %
451Norfolk Southern Corp 4,1321.2M $0.03 %
452Primerica Inc 4,7301.2M $0.03 %
453PACCAR Inc 10,2541.2M $0.03 %
454Brixmor Property Group Inc 41,0711.2M $0.03 %
455Uber Technologies Inc 16,4371.2M $0.03 %
456Leonardo DRS Inc 26,5141.2M $0.03 %
457Deere & Co 2,0951.2M $0.03 %
458Union Pacific Corp 4,8611.2M $0.03 %
459Medtronic PLC 13,5871.2M $0.03 %
460Edwards Lifesciences Corp 14,6991.2M $0.03 %
461Cencora Inc 3,7461.2M $0.03 %
462Amgen Inc 3,3431.2M $0.03 %
463Vistra Corp 7,8091.2M $0.03 %
464Ford Motor Co 101,6441.2M $0.03 %
465Hecla Mining Co 62,9411.2M $0.03 %
466Walt Disney Co/The 12,1621.2M $0.03 %
467TAL Education Group 103,0291.2M $0.03 %
468Republic Services Inc 5,3461.2M $0.03 %
469Crown Holdings Inc 11,6721.2M $0.03 %
4703M Co 8,0501.2M $0.03 %
471Pentair PLC 13,3981.2M $0.03 %
472Ameriprise Financial Inc 2,6241.2M $0.03 %
473Arrowhead Pharmaceuticals Inc 18,5761.2M $0.03 %
474United Airlines Holdings Inc 12,6501.2M $0.03 %
475Corebridge Financial Inc 48,7171.2M $0.03 %
476Olympus Corp 121,9001.2M $0.03 %
477Coca-Cola Consolidated Inc 6,0431.2M $0.03 %
478Abbott Laboratories 11,2721.2M $0.03 %
479Eversource Energy 16,5911.1M $0.03 %
480Komatsu Ltd 28,7001.1M $0.03 %
481Wistron Corp 287,0001.1M $0.03 %
482Toll Brothers Inc 8,3621.1M $0.03 %
483Salesforce Inc 6,1101.1M $0.03 %
484CVS Health Corp 15,8491.1M $0.03 %
485Sun Communities Inc 9,0341.1M $0.03 %
486Doximity Inc 48,7361.1M $0.03 %
487Omega Healthcare Investors Inc 25,8971.1M $0.03 %
488Etsy Inc 22,6761.1M $0.03 %
489Stryker Corp 3,4481.1M $0.03 %
490Guardant Health Inc 12,0521.1M $0.03 %
491Pegasystems Inc 26,1421.1M $0.03 %
492Paylocity Holding Corp 10,2821.1M $0.03 %
493Intuit Inc 2,5661.1M $0.03 %
494Mid-America Apartment Communities, Inc. 9,0681.1M $0.03 %
495EPR Properties 22,1501.1M $0.03 %
496Parker-Hannifin Corp 1,2301.1M $0.03 %
497ROBLOX Corp 19,4401.1M $0.03 %
498HCA Healthcare Inc 2,3181.1M $0.03 %
499Universal Health Services Inc 6,1251.1M $0.03 %
500Veralto Corp 12,3711.1M $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