Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- George Putnam Balanced Fund George Putnam Balanced Fund · 140 lines · as of Jul 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | George Putnam Balanced Fund |
|---|---|
| Apple Inc | 4.64 % |
| Microsoft Corp | 4.49 % |
| NVIDIA Corp | 3.59 % |
| Alphabet Inc | 3.30 % |
| Amazon.com Inc | 2.88 % |
| Lam Research Corp | 1.55 % |
| Broadcom Inc | 1.25 % |
| Advanced Micro Devices Inc | 1.20 % |
| Meta Platforms Inc | 1.16 % |
| CISCO SYSTEMS INC | 1.15 % |
| ExxonMobil Holdings Corp | 1.07 % |
| Marvell Technology Inc | 1.00 % |
| Eli Lilly & Co | 0.99 % |
| Mastercard Inc | 0.87 % |
| GE VERNOVA INC | 0.70 % |
| Analog Devices Inc | 0.70 % |
| Micron Technology Inc | 0.70 % |
| Berkshire Hathaway Inc | 0.67 % |
| Capital One Financial Corp | 0.65 % |
| Coca-Cola Co/The | 0.63 % |
| Visa Inc | 0.58 % |
| Citigroup Inc | 0.58 % |
| ConocoPhillips | 0.58 % |
| Johnson & Johnson | 0.57 % |
| Charles Schwab Corp/The | 0.57 % |
| Allstate Corp/The | 0.56 % |
| Boeing Co/The | 0.55 % |
| Thermo Fisher Scientific Inc | 0.52 % |
| UnitedHealth Group Inc | 0.50 % |
| AbbVie Inc | 0.50 % |
Titelia read 140 lines in these 1 funds.