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PUTNAM LARGE CAP VALUE FUND

CIK: 0000216934 Equity
Report date: 2026-06-24
AUM $50.2B
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

40 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV AbbVie, Inc. Since 2026-07-07 00287Y109 Equity (Common)
0.84%
$420.07 1,987,841
2 GOOG Alphabet, Inc. Since 2026-07-07 02079K305 Equity (Common)
4.51%
$2262.94 5,880,819
3 AMZN Amazon.com, Inc. Since 2026-07-07 023135106 Equity (Common)
2.57%
$1288.79 4,862,246
4 AIG American International Group, Inc. Since 2026-07-07 026874784 Equity (Common)
0.92%
$461.53 6,170,188
5 APO Apollo Global Management, Inc. Since 2026-07-07 03769M106 Equity (Common)
0.98%
$490.66 3,811,854
6 BJ BJ's Wholesale Club Holdings, Inc. Since 2026-07-07 05550J101 Equity (Common)
0.51%
$256.83 2,735,411
7 BLK BlackRock, Inc. Since 2026-07-07 09290D101 Equity (Common)
0.96%
$484.02 454,219
8 CME CME Group, Inc. Since 2026-07-07 12572Q105 Equity (Common)
1.29%
$645.31 2,242,066
9 CHTR Charter Communications, Inc. Since 2026-07-07 16119P108 Equity (Common)
0.30%
$152.99 926,232
10 CSCO Cisco Systems, Inc. Since 2026-07-07 17275R102 Equity (Common)
3.44%
$1729.40 18,900,507
11 C Citigroup, Inc. Since 2026-07-07 172967424 Equity (Common)
4.21%
$2113.62 16,515,251
12 COP ConocoPhillips Since 2026-07-07 20825C104 Equity (Common)
1.11%
$557.77 4,434,454
13 CTVA Corteva, Inc. Since 2026-07-07 22052L104 Equity (Common)
1.58%
$790.85 9,762,338
14 FCX Freeport-McMoRan, Inc. Since 2026-07-07 35671D857 Equity (Common)
1.49%
$747.04 12,929,053
15 HLT Hilton Worldwide Holdings, Inc. Since 2026-07-07 43300A203 Equity (Common)
1.27%
$637.66 1,967,654
16 HON Honeywell International, Inc. Since 2026-07-07 438516106 Equity (Common)
1.84%
$921.48 4,299,327
17 IR Ingersoll Rand, Inc. Since 2026-07-07 45687V106 Equity (Common)
0.88%
$444.22 5,562,528
18 JPM JPMorgan Chase & Co. Since 2026-07-07 46625H100 Equity (Common)
1.08%
$542.71 1,732,628
19 MRVL Marvell Technology, Inc. Since 2026-07-07 573874104 Equity (Common)
1.79%
$896.68 5,429,474
20 NRG NRG Energy, Inc. Since 2026-07-07 629377508 Equity (Common)
0.84%
$422.68 2,716,774
21 NEE NextEra Energy, Inc. Since 2026-07-07 65339F101 Equity (Common)
2.47%
$1239.63 12,664,828
22 NVO Novo Nordisk A/S Since 2026-07-07 670100205 Equity (Common)
0.67%
$333.97 7,910,159
23 PPG PPG Industries, Inc. Since 2026-07-07 693506107 Equity (Common)
0.49%
$247.49 2,280,976
24 PM Philip Morris International, Inc. Since 2026-07-07 718172109 Equity (Common)
2.22%
$1115.56 6,758,127
25 PHM PulteGroup, Inc. Since 2026-07-07 745867101 Equity (Common)
1.74%
$874.31 7,145,416
26 REGN Regeneron Pharmaceuticals, Inc. Since 2026-07-07 75886F107 Equity (Common)
1.61%
$807.90 1,142,625
27 LUV Southwest Airlines Co. Since 2026-07-07 844741108 Equity (Common)
1.44%
$721.78 19,034,343
28 TMUS T-Mobile US, Inc. Since 2026-07-07 872590104 Equity (Common)
1.13%
$566.92 2,899,866
29 TMO Thermo Fisher Scientific, Inc. Since 2026-07-07 883556102 Equity (Common)
1.63%
$819.71 1,711,441
30 URI United Rentals, Inc. Since 2026-07-07 911363109 Equity (Common)
1.10%
$552.21 575,313
31 VNO Vornado Realty Trust Since 2026-07-07 929042109 Equity (Common)
0.49%
$247.04 8,264,931
32 WMT Walmart, Inc. Since 2026-07-07 931142103 Equity (Common)
1.64%
$825.88 6,260,024
33 WMT Walmart, Inc. Since 2026-07-07 93114FE18 STIV
0.23%
$114.99 115,000,000
34 AZN AstraZeneca plc Since 2026-07-07 N/A Equity (Common)
1.32%
$661.00 3,527,757
35 ACN Accenture plc Since 2026-07-07 N/A Equity (Common)
1.12%
$563.93 3,155,537
36 CRH CRH plc Since 2026-07-07 N/A Equity (Common)
1.38%
$693.35 5,855,039
37 JCI Johnson Controls International plc Since 2026-07-07 N/A Equity (Common)
0.76%
$382.58 2,619,880
38 STX Seagate Technology Holdings plc Since 2026-07-07 N/A Equity (Common)
1.83%
$917.83 1,362,492
39 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13608BEM2 STIV
0.02%
$11.97 12,000,000
40 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13608BE18 STIV
0.10%
$49.99 50,000,000
Frequently Asked Questions — PUTNAM LARGE CAP VALUE FUND
What type of mutual fund is PUTNAM LARGE CAP VALUE FUND?
PUTNAM LARGE CAP VALUE FUND is a SEC-registered Equity fund, with $50.2B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, PUTNAM LARGE CAP VALUE FUND holds 40 portfolio positions, all detailed in the holdings table on this page.
What are PUTNAM LARGE CAP VALUE FUND's assets under management (AUM)?
PUTNAM LARGE CAP VALUE FUND has $50.2B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are PUTNAM LARGE CAP VALUE FUND's top holdings?
According to PUTNAM LARGE CAP VALUE FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AbbVie, Inc., Alphabet, Inc., Amazon.com, Inc. , among others. The complete list of all 40 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is PUTNAM LARGE CAP VALUE FUND's expense ratio?
Expense ratio data for PUTNAM LARGE CAP VALUE FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find PUTNAM LARGE CAP VALUE FUND's SEC filings?
PUTNAM LARGE CAP VALUE FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000216934. You can access all of PUTNAM LARGE CAP VALUE FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000216934). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is PUTNAM LARGE CAP VALUE FUND's holdings data on StockSifting?
Holdings data for PUTNAM LARGE CAP VALUE FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.