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
601Sumitomo Electric Industries Ltd. 12,400704.6K $0.02 %
602Polaris Inc 12,874701.6K $0.02 %
603Upwork Inc 63,449695.4K $0.02 %
604Teladoc Health Inc 127,452694.6K $0.02 %
605Travere Therapeutics Inc 23,266691.2K $0.02 %
606Stoke Therapeutics Inc 20,855679K $0.02 %
607AnaptysBio Inc 12,206676.9K $0.02 %
608SLB Ltd 13,166676.6K $0.02 %
609nLight Inc 11,866676.6K $0.02 %
610Hancock Whitney Corp 10,604674.3K $0.02 %
611Cargurus Inc 19,757672.7K $0.02 %
612Cal-Maine Foods Inc 8,456669.3K $0.02 %
613Subaru Corp 41,500668.6K $0.02 %
614Coursera Inc 114,881668.6K $0.02 %
615IonQ Inc 23,091665.7K $0.02 %
616Fortinet Inc 8,114663.1K $0.02 %
617Forum Energy Technologies Inc 11,171655.3K $0.02 %
618Balchem Corp 3,860654.2K $0.02 %
619Oil States International Inc 56,074652.7K $0.02 %
620Minerals Technologies Inc 9,173650.5K $0.02 %
621Tyson Foods Inc 10,055644.2K $0.02 %
622Novocure Ltd 58,041632.6K $0.02 %
623Ryman Hospitality Properties Inc 6,825629.7K $0.02 %
624DuPont de Nemours Inc 13,644624.9K $0.02 %
625Carter's Inc 17,004608.1K $0.02 %
626Inhibrx Biosciences Inc 9,039607.7K $0.02 %
627CK Hutchison Holdings Ltd 79,000606.4K $0.02 %
628Heritage Insurance Holdings Inc 22,753597.3K $0.02 %
629Avista Corp 14,867596.8K $0.02 %
630LivaNova PLC 9,217585.8K $0.02 %
631Informa PLC 58,074583.3K $0.02 %
632Astronics Corp 8,735582.9K $0.02 %
633Hilltop Holdings Inc 16,270582.8K $0.02 %
634M/I Homes Inc 4,747581.3K $0.02 %
635Arvinas Inc 54,732580.2K $0.02 %
636Illinois Tool Works Inc 2,227579.7K $0.02 %
637Trustmark Corp 13,505569.1K $0.02 %
638Monte Rosa Therapeutics Inc 34,581568.9K $0.02 %
639StoneCo Ltd 40,269568.6K $0.02 %
640Coeur Mining Inc 29,970562.5K $0.01 %
641Precigen Inc 142,911553.1K $0.01 %
642Fiserv Inc 9,882551.4K $0.01 %
643Teekay Corp Ltd 44,386542K $0.01 %
644Murphy Oil Corp 12,938533.7K $0.01 %
645Raymond James Financial Inc 3,654529.1K $0.01 %
646National Bank Holdings Corp 13,460527.1K $0.01 %
647LiveRamp Holdings Inc 19,704522.6K $0.01 %
648Brightstar Lottery PLC 40,970522K $0.01 %
649Glaukos Corp 4,806517.4K $0.01 %
650Arteris Inc 30,822506.7K $0.01 %
651Sasol Ltd 38,302505.2K $0.01 %
652Axogen Inc 15,094500.1K $0.01 %
653Leonardo SpA 7,320497.9K $0.01 %
654BOC Hong Kong Holdings Ltd 89,500493.8K $0.01 %
655NETGEAR Inc 22,523491.9K $0.01 %
656Firefly Aerospace Inc 17,184489.2K $0.01 %
657Mesa Laboratories Inc 5,486485.1K $0.01 %
658Avolta AG 8,061483.3K $0.01 %
659Nexon Co Ltd 25,000470.9K $0.01 %
660Vicor Corp 2,924470.8K $0.01 %
661Ouster Inc 25,593470.1K $0.01 %
662Castle Biosciences Inc 19,076468.3K $0.01 %
663Impinj Inc 4,547467K $0.01 %
664AMN Healthcare Services Inc 25,129460.9K $0.01 %
665Mineralys Therapeutics Inc 16,753453.8K $0.01 %
666NMI Holdings Inc 12,083453.2K $0.01 %
667Maze Therapeutics Inc 15,106450.9K $0.01 %
668Bank of NT Butterfield & Son Ltd/The 8,507446.4K $0.01 %
669Fujikura Ltd. 16,200445.5K $0.01 %
670PagerDuty Inc 71,133441.7K $0.01 %
671Calix Inc 8,655424K $0.01 %
672Dole PLC 29,524421.9K $0.01 %
673Commvault Systems Inc 5,316414.1K $0.01 %
674PROG Holdings Inc 14,410413.4K $0.01 %
675OFG Bancorp 10,176411.7K $0.01 %
676Joby Aviation Inc 49,544409.2K $0.01 %
677Tango Therapeutics Inc 19,491407.8K $0.01 %
678BioMerieux 3,797405.6K $0.01 %
679AXA SA 8,815405.1K $0.01 %
680Enterprise Financial Services Corp 7,421401.6K $0.01 %
681CaixaBank SA 33,476401.3K $0.01 %
682Oracle Corp Japan 7,300395.9K $0.01 %
683National Energy Services Reunited Corp 18,228391.4K $0.01 %
684Bank of Hawaii Corp 5,255390.2K $0.01 %
685Korn Ferry 6,144386.8K $0.01 %
686SiriusPoint Ltd 17,760382.6K $0.01 %
687Genmab A/S 1,415381.1K $0.01 %
688Arlo Technologies Inc 26,625378.9K $0.01 %
689Amalgamated Financial Corp 9,495369.1K $0.01 %
690Allient Inc 6,241368.8K $0.01 %
691Ironwood Pharmaceuticals Inc 104,715367.5K $0.01 %
692Legalzoom.com Inc 64,020363K $0.01 %
693Asahi Kasei Corp 36,600358.1K $0.01 %
694Portland General Electric Co 6,784358K $0.01 %
695Phreesia Inc 41,632348.9K $0.01 %
696Viavi Solutions Inc 10,337344K $0.01 %
697Power Solutions International Inc 5,630342.8K $0.01 %
698Simmons First National Corp 17,622342.7K $0.01 %
699EverQuote Inc 22,002339.3K $0.01 %
700Fujitsu Ltd 16,500337.4K $0.01 %

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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