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| Putnam Investment Management LLC
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|---|---|
| CRD # | 106629 |
| SEC # | 801-7974 |
| CIK # | 0000081273, 0001421578 |
| AUM | $91.2 BB (2023-03-31) |
| Employees | 316 (55% Investors, 1% Brokers) |
| Phone | 617-292-1000 |
| Address | 100 Federal St Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 3.6 | |
| AAPL | 2,382.8 | 2.8 | |
| XOM | 385.5 | 1.2 | |
| WMT | 335.4 | 1.1 | |
| NVDA | 399.6 | 1.1 | |
| ORCL | 182.8 | 1.0 | |
| AMZN | 1,093.0 | 1.0 | |
| MRK | 232.4 | 1.0 | |
| REGN | 65.3 | 1.0 | |
| BAC | 278.3 | 0.9 | |
| 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 | 115.1 |
| (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 | 15 | 0.0 |
| Total | 169 | 115.6 |
| By Discretionary | ||
| Discretionary | 169 | 115.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 169 | 115.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.6 | |
| Total | 169 | 115.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000081273] | |
| 13F-NT | [0000081273] | |
| 13F-HR | [0001421578] | |
| 13F-NT | [0001421578] | |
| SC 13G | [0001421578] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Putnam Investment Management LLC
✚
|
MA | 91.2 |
|
The Putnam Advisory Company LLC
✚
|
MA | 63.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 119.8 |
|
Insight North America LLC
✚
|
NY | 119.2 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 103.1 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 94.6 |
|
Income Research & Management
✚
|
MA | 89.0 |
|
NFP Retirement Inc
✚
|
CA | 75.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
66.4 | |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
NEPC LLC
✚
|
MA | 63.6 |
|
Sterling Capital Management LLC
✚
|
NC | 62.8 |