← All Mutual Funds

PUTNAM SUSTAINABLE LEADERS FUND

CIK: 0000865177 Equity
Report date: 2026-02-25
AUM $6.6B
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-25

About this Fund

PUTNAM SUSTAINABLE LEADERS FUND is a renowned mutual fund company that specializes in providing a diverse range of investment solutions to cater to the evolving needs of its clients. As a leading player in the asset management industry, the company offers a broad spectrum of mutual funds, including equity, debt, and hybrid funds, each designed to help investors achieve their unique financial objectives. With a strong focus on sustainable investing, PUTNAM SUSTAINABLE LEADERS FUND is committed to delivering long-term value to its investors while promoting environmental, social, and governance (ESG) principles. The company's investment approach is centered around a rigorous research process, which enables its experienced team of portfolio managers to identify high-quality investment opportunities that align with the firm's sustainable investment philosophy. PUTNAM SUSTAINABLE LEADERS FUND's investment portfolio is carefully crafted to provide investors with a range of options to suit their risk tolerance, investment horizon, and financial goals. The company's equity funds, for instance, offer exposure to a broad range of sectors and geographies, while its debt funds provide a stable source of income with relatively lower risk. Additionally, the company's hybrid funds offer a balanced approach, combining the potential for long-term growth with the stability of fixed-income investments. For investors seeking a disciplined and convenient way to invest, PUTNAM SUSTAINABLE LEADERS FUND also offers systematic investment plans (SIPs), which enable them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investor-centric approach is built around a deep understanding of its clients' needs and goals. PUTNAM SUSTAINABLE LEADERS FUND's experienced team of investment professionals works closely with investors to provide personalized wealth management solutions, tailored to their unique circumstances and objectives. By leveraging its expertise in asset management and sustainable investing, the company helps its clients navigate complex market conditions, optimize their investment portfolios, and achieve long-term financial success. With a strong commitment to transparency, accountability, and fiduciary responsibility, PUTNAM SUSTAINABLE LEADERS FUND has established itself as a trusted partner for investors seeking to grow their wealth while making a positive impact on the environment and society. As a result, the company has earned the trust and loyalty of its clients, who appreciate its unwavering dedication to delivering exceptional investment results and outstanding client service.

Holdings

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

33 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV AbbVie, Inc. Since 2026-05-10 00287Y109 Equity (Common)
1.67%
 $110.29 482,700
2 GOOG Alphabet, Inc. Since 2026-05-10 02079K305 Equity (Common)
6.12%
 $405.12 1,294,300
3 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
5.79%
 $383.24 1,660,340
4 AAPL Apple, Inc. Since 2026-05-10 037833100 Equity (Common)
8.08%
 $534.57 1,966,328
5 AZN AstraZeneca plc Since 2026-05-10 N/A Equity (Common)
1.10%
 $72.58 392,185
6 BXP BXP, Inc. Since 2026-05-10 101121101 Equity (Common)
0.65%
 $42.73 633,200
7 AVGO Broadcom, Inc. Since 2026-05-10 11135F101 Equity (Common)
4.13%
 $273.09 789,060
8 CDNS Cadence Design Systems, Inc. Since 2026-05-10 127387108 Equity (Common)
0.80%
 $53.24 170,320
9 HLT Hilton Worldwide Holdings, Inc. Since 2026-05-10 43300A203 Equity (Common)
1.31%
 $87.01 302,896
10 IR Ingersoll Rand, Inc. Since 2026-05-10 45687V106 Equity (Common)
1.56%
 $102.99 1,300,100
11 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
2.80%
 $185.62 576,060
12 KKR KKR & Co., Inc. Since 2026-05-10 48251W104 Equity (Common)
1.45%
 $96.20 754,600
13 KDP Keurig Dr. Pepper, Inc. Since 2026-05-10 49271V100 Equity (Common)
1.06%
 $70.45 2,515,132
14 MRVL Marvell Technology, Inc. Since 2026-05-10 573874104 Equity (Common)
0.73%
 $48.46 570,200
15 MTD Mettler-Toledo International, Inc. Since 2026-05-10 592688105 Equity (Common)
1.02%
 $67.47 48,390
16 NEE NextEra Energy, Inc. Since 2026-05-10 65339F101 Equity (Common)
1.35%
 $89.17 1,110,700
17 REGN Regeneron Pharmaceuticals, Inc. Since 2026-05-10 75886F107 Equity (Common)
1.03%
 $68.34 88,540
18 RSG Republic Services, Inc. Since 2026-05-10 760759100 Equity (Common)
1.00%
 $66.19 312,300
19 ROP Roper Technologies, Inc. Since 2026-05-10 776696106 Equity (Common)
1.43%
 $94.39 212,060
20 NOW ServiceNow, Inc. Since 2026-05-10 81762P102 Equity (Common)
1.03%
 $68.19 445,160
21 TPG TPG, Inc. Since 2026-05-10 872657101 Equity (Common)
1.32%
 $87.36 1,368,431
22 TSLA Tesla, Inc. Since 2026-05-10 88160R101 Equity (Common)
1.94%
 $128.68 286,140
23 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 883556102 Equity (Common)
1.74%
 $115.36 199,080
24 WMT Walmart, Inc. Since 2026-05-10 931142103 Equity (Common)
1.62%
 $106.90 959,500
25 ACN Accenture plc Since 2026-05-10 N/A Equity (Common)
0.18%
 $12.07 45,000
26 LIN Linde plc Since 2026-05-10 N/A Equity (Common)
0.30%
 $19.70 46,200
27 ALLE Allegion plc Since 2026-05-10 N/A Equity (Common)
0.59%
 $38.83 243,900
28 AON Aon plc Since 2026-05-10 N/A Equity (Common)
0.79%
 $52.46 148,660
29 ACN Accenture plc Since 2026-05-10 N/A Equity (Common)
0.71%
 $47.03 175,300
30 CRH CRH plc Since 2026-05-10 N/A Equity (Common)
0.75%
 $49.73 398,500
31 LIN Linde plc Since 2026-05-10 N/A Equity (Common)
0.95%
 $62.66 146,960
32 TT Trane Technologies plc Since 2026-05-10 N/A Equity (Common)
0.81%
 $53.87 138,400
33 ONON On Holding AG Since 2026-05-10 N/A Equity (Common)
0.88%
 $58.18 1,251,700
Frequently Asked Questions — PUTNAM SUSTAINABLE LEADERS FUND
What type of mutual fund is PUTNAM SUSTAINABLE LEADERS FUND?
PUTNAM SUSTAINABLE LEADERS FUND is a SEC-registered Equity fund, with $6.6B 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 SUSTAINABLE LEADERS FUND holds 33 portfolio positions, all detailed in the holdings table on this page.
What are PUTNAM SUSTAINABLE LEADERS FUND's assets under management (AUM)?
PUTNAM SUSTAINABLE LEADERS FUND has $6.6B 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 SUSTAINABLE LEADERS FUND's top holdings?
According to PUTNAM SUSTAINABLE LEADERS 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 33 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 SUSTAINABLE LEADERS FUND's expense ratio?
Expense ratio data for PUTNAM SUSTAINABLE LEADERS 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 SUSTAINABLE LEADERS FUND's SEC filings?
PUTNAM SUSTAINABLE LEADERS 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 0000865177. You can access all of PUTNAM SUSTAINABLE LEADERS FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000865177). 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 SUSTAINABLE LEADERS FUND's holdings data on StockSifting?
Holdings data for PUTNAM SUSTAINABLE LEADERS 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.