Your funds, side by side
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 · 138 lines · as of Apr 30, 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 |
|---|---|
| NVIDIA Corp | 4.34 % |
| Alphabet Inc | 3.84 % |
| Microsoft Corp | 3.54 % |
| Apple Inc | 3.21 % |
| Amazon.com Inc | 3.03 % |
| Broadcom Inc | 2.25 % |
| Lam Research Corp | 1.72 % |
| Cisco Systems, Inc. | 1.40 % |
| Meta Platforms Inc | 1.37 % |
| Analog Devices Inc | 1.20 % |
| Exxon Mobil Corp | 1.15 % |
| Advanced Micro Devices Inc | 1.12 % |
| Oracle Corp | 0.98 % |
| Mastercard Inc | 0.82 % |
| Citigroup Inc | 0.78 % |
| Marvell Technology Inc | 0.78 % |
| GE Vernova Inc | 0.71 % |
| Eli Lilly & Co | 0.68 % |
| Berkshire Hathaway Inc | 0.67 % |
| Capital One Financial Corp | 0.64 % |
| Coca-Cola Co/The | 0.63 % |
| Costco Wholesale Corp | 0.59 % |
| Honeywell International Inc | 0.58 % |
| Walmart Inc | 0.58 % |
| ConocoPhillips | 0.56 % |
| Visa Inc | 0.55 % |
| American Tower Corp | 0.55 % |
| Johnson & Johnson | 0.52 % |
| Allstate Corp/The | 0.50 % |
| Walt Disney Co/The | 0.50 % |
1 funds, 138 lines read.