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| Putnam Investment Management LLC
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| CRD # | 106629 |
| SEC # | 801-7974 |
| CIK # | 0001421578, 0000081273 |
| AUM | $97.9 BB (2024-03-30) |
| Employees | 319 (57% Investors, 2% Brokers) |
| Phone | 617-292-1000 |
| Address | 100 Federal St Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 17.0 | |
| NVDA | 399.6 | 13.5 | |
| AMZN | 1,093.0 | 9.1 | |
| AAPL | 2,382.8 | 8.2 | |
| GOOGL | 1,475.1 | 4.3 | |
| UNH | 477.0 | 4.0 | |
| GOOG | 1,482.6 | 3.8 | |
| LLY | 301.8 | 3.4 | |
| META | 434.9 | 3.4 | |
| MA | 309.6 | 3.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 105 | 90.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 16 | 0.0 |
| Total | 168 | 91.2 |
| By Discretionary | ||
| Discretionary | 168 | 91.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 168 | 91.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 91.2 | |
| Total | 168 | 91.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000081273] | |
| 13F-NT | [0000081273] | |
| 13F-HR | [0001421578] | |
| 13F-NT | [0001421578] | |
| SC 13G | [0001421578] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Putnam Investment Management LLC
✚
|
MA | 97.9 |
|
The Putnam Advisory Company LLC
✚
|
MA | 65.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 105.4 |
|
Income Research & Management
✚
|
MA | 97.0 |
|
NFP Retirement Inc
✚
|
CA | 96.5 |
|
NEPC LLC
✚
|
MA | 95.4 |
|
Icici Prudential Asset Management Company Limited
✚
|
91.5 | |
|
Aperio Group LLC
✚
|
CA | 80.2 |
|
Sterling Capital Management LLC
✚
|
NC | 66.7 |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
AssetMark Inc
✚
|
CA | 65.6 |
|
Natixis Advisors LLC
✚
|
MA | 63.8 |