Putnam Focused Large Cap Value ETF PVAL

Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis PVAL

Will PVAL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A multifaceted approach to value.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Putnam Large Cap Value Concentrated benefits from capable managers and a differentiated approach that drive Above Average People and Process ratings. The strategy is a part of a suite of rapidly growing offerings (by total assets), so capacity bears close watching.

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Portfolio Holdings PVAL

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.611B
Technology

Apple Inc

7.221B
Technology

Amazon.com Inc

4.64666M
Consumer Cyclical

ExxonMobil Holdings Corp

3.91561M
Energy

Usd

3.44494M
Cash and Equivalents

Citigroup Inc

3.27470M
Financial Services

Charles Schwab Corp

2.97426M
Financial Services

Coca-Cola Co

2.94422M
Consumer Defensive

Cisco Systems Inc

2.88413M
Technology

Thermo Fisher Scientific Inc

2.79401M
Healthcare

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