|
⚲
|
| Putnam Investments Limited
✚
| |
|---|---|
| CRD # | 122254 |
| SEC # | 801-61441 |
| CIK # | 0001421578, 0000081273 |
| AUM | $3.0 BB (2024-08-13) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 011442079078200 |
| Address | Cannon Place London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 | 6 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 1.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.2 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 21 | 3.0 |
| By Discretionary | ||
| Discretionary | 17 | 2.8 |
| Non-Discretionary | 4 | 0.2 |
| Total | 21 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 1.5 | |
| Total | 21 | 3.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000081273] | |
| 13F-NT | [0000081273] | |
| 13F-HR | [0001421578] | |
| 13F-NT | [0001421578] | |
| SC 13G | [0001421578] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pacific Financial Group LLC
✚
|
WA | 3.1 |
|
Cain International Advisers Limited
✚
|
3.1 | |
|
KBI Global Investors North America Ltd
✚
|
3.1 | |
|
BCSF Advisors LP
✚
|
MA | 3.1 |
|
Lazard Asset Management Canada Inc
✚
|
NY | 3.1 |
|
Insight Investment International Limited
✚
|
3.0 | |
|
PlanPILOT LLC
✚
|
IL | 3.0 |
|
Lincoln Advisory Group LLC
✚
|
TX | 3.0 |
|
Locorr Fund Management LLC
✚
|
MN | 3.0 |
|
BlueMountain Fuji Management LLC
✚
|
NY | 2.9 |