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
501Insulet Corp 5,2101.1M $0.03 %
502RingCentral Inc 29,3911.1M $0.03 %
503Dropbox Inc 48,0531.1M $0.03 %
504Home Depot Inc/The 3,3151.1M $0.03 %
505GoDaddy Inc 13,1451.1M $0.03 %
506Public Storage 4,0081.1M $0.03 %
507Leidos Holdings Inc 6,9421.1M $0.03 %
508Crowdstrike Holdings Inc 2,7641.1M $0.03 %
509Manhattan Associates Inc 8,1001.1M $0.03 %
510Protagonist Therapeutics Inc 10,1541.1M $0.03 %
511Primoris Services Corp 7,4771.1M $0.03 %
512Watts Water Technologies Inc 3,6811.1M $0.03 %
513Teradata Corp 41,6051.1M $0.03 %
514Boeing Co/The 5,3441.1M $0.03 %
515Workday Inc 8,1761.1M $0.03 %
516Transocean Ltd 159,9751.1M $0.03 %
517Rubrik Inc 21,6021.1M $0.03 %
518Verisk Analytics Inc 5,5691.1M $0.03 %
519EnerSys 6,0401M $0.03 %
520Jackson Financial Inc 9,9181M $0.03 %
521CareTrust REIT Inc 28,5851M $0.03 %
522Eni SpA 36,8001M $0.03 %
523Mitsubishi Corp 30,3001M $0.03 %
524Pandora A/S 14,5431M $0.03 %
525Nestle SA 10,5671M $0.03 %
526DoorDash Inc 6,8931M $0.03 %
527Broadridge Financial Solutions Inc 6,2721M $0.03 %
528Atlassian Corp 14,7681M $0.03 %
529Matson Inc 6,1051M $0.03 %
530StoneX Group Inc 12,388999.1K $0.03 %
531Ulta Beauty Inc 1,911998.9K $0.03 %
532Smiths Group PLC 32,494991.6K $0.03 %
533Alkermes PLC 27,936987.8K $0.03 %
534Tenet Healthcare Corp 5,212983.6K $0.03 %
535NOF Corp 49,100980.1K $0.03 %
536Advantest Corp 7,100979.8K $0.03 %
537Rambus Inc 11,339975.5K $0.03 %
538NU Holdings Ltd/Cayman Islands 66,947962K $0.03 %
539Korea Investment Holdings Co Ltd 6,893961.7K $0.03 %
540Tutor Perini Corp 12,425959.1K $0.03 %
541Brinker International Inc 6,671952.4K $0.03 %
542Dana Inc 28,021942.9K $0.02 %
543InterDigital Inc 3,113940.1K $0.02 %
544InterContinental Hotels Group PLC 7,116938.4K $0.02 %
545Laureate Education Inc 26,786933.2K $0.02 %
546Atmus Filtration Technologies Inc 16,369929.3K $0.02 %
547Ajinomoto Co Inc 32,700924.5K $0.02 %
548ArcelorMittal SA 17,799923.1K $0.02 %
549Aena SME SA 31,042915.7K $0.02 %
550Abercrombie & Fitch Co 9,978911.7K $0.02 %
551Tri Pointe Homes Inc 19,392906.2K $0.02 %
552Bread Financial Holdings Inc 12,069903.8K $0.02 %
553Jiangsu Hengli Hydraulic Co Ltd 63,800899.2K $0.02 %
554Lantheus Holdings Inc 11,842898.2K $0.02 %
555BioCryst Pharmaceuticals Inc 93,036885.7K $0.02 %
556SkyWest Inc 9,627884K $0.02 %
557Scorpio Tankers Inc 11,761878.1K $0.02 %
558Norsk Hydro ASA 82,294877.1K $0.02 %
559Oceaneering International Inc 24,502869.1K $0.02 %
560Outfront Media Inc 32,621864.5K $0.02 %
561Indofood CBP Sukses Makmur Tbk PT 1,991,800861.7K $0.02 %
562UFP Industries Inc 9,324858.9K $0.02 %
563Constellium SE 34,739853.9K $0.02 %
564Blue Bird Corp 14,972850.3K $0.02 %
565Peabody Energy Corp 25,686846.4K $0.02 %
566Extreme Networks Inc 56,085845.8K $0.02 %
567Embraer SA 56,500839.3K $0.02 %
568New Jersey Resources Corp 15,225836.2K $0.02 %
569Brink's Co/The 8,055834.7K $0.02 %
570Axos Financial Inc 9,671822.9K $0.02 %
571Teekay Tankers Ltd 11,032808.9K $0.02 %
572Credit Agricole SA 43,116804.7K $0.02 %
573First BanCorp/Puerto Rico 37,620803.6K $0.02 %
574Taylor Morrison Home Corp 13,767801.8K $0.02 %
575Sekisui Chemical Co Ltd 47,600799.1K $0.02 %
576Hamilton Insurance Group Ltd 26,695796.3K $0.02 %
577Itron Inc 8,883796.2K $0.02 %
578Genworth Financial Inc 97,555792.1K $0.02 %
579Boliden AB 15,094791.3K $0.02 %
580Toyota Motor Corp. 38,000789.9K $0.02 %
58110X Genomics Inc 37,178789.3K $0.02 %
582LendingClub Corp 54,930786.6K $0.02 %
583Perimeter Solutions Inc 31,888778.7K $0.02 %
584ImmunityBio Inc 101,346777.3K $0.02 %
585Cathay General Bancorp 15,590777.3K $0.02 %
586Ambarella Inc 15,075776K $0.02 %
587Pagseguro Digital Ltd 77,268774.2K $0.02 %
588CNO Financial Group Inc 18,355753.7K $0.02 %
589Sonos Inc 56,203753.1K $0.02 %
590Next PLC 4,446751.1K $0.02 %
591Rhythm Pharmaceuticals Inc 8,630750.6K $0.02 %
592Customers Bancorp Inc 10,795749.3K $0.02 %
593Unipol Assicurazioni SpA 31,633734.8K $0.02 %
594Visteon Corp 8,015730.2K $0.02 %
595Black Hills Corp 10,513729.7K $0.02 %
596Banco de Sabadell SA 203,124727.7K $0.02 %
597ACADIA Pharmaceuticals Inc 32,638726.5K $0.02 %
598Supernus Pharmaceuticals Inc 13,973722.3K $0.02 %
599Victoria's Secret & Co 15,450716.3K $0.02 %
600Enova International Inc 5,194705.5K $0.02 %

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The bonds it holds

This fund holds 352 bond lines from 188 companies. The table shows the 100 largest. Only companies that already have a page on Titelia 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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

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 %

Each line is counted in its quoted currency, as the fund declares it.

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 are computed on the fund's equities only.

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