PVAL – Putnam Focused Large Cap Value ETF – ETF Stock Quote | Morningstar

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Will PVAL outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PVAL’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PVAL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of PVAL’s parent organization’s priorities and whether they’re in line with investors’ interests.

On a hot streak.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Putnam Large Cap Value Concentrated's experienced lead manager and proven process make this an attractive large-value offering.

by Tony Thorn

Rated on May 15, 2024 Published on May 15, 2024

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Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 33.3

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Walmart Inc	4.04	42.4 Mil	Consumer Defensive
Exxon Mobil Corp	3.94	41.3 Mil	Energy
Citigroup Inc	3.57	37.4 Mil	Financial Services
Thermo Fisher Scientific Inc	3.56	37.3 Mil	Healthcare
Bank of America Corp	3.55	37.3 Mil	Financial Services
UnitedHealth Group Inc	3.32	34.9 Mil	Healthcare
NXP Semiconductors NV	2.96	31.1 Mil	Technology
Coca-Cola Co	2.94	30.9 Mil	Consumer Defensive
Oracle Corp	2.78	29.2 Mil	Technology
FedEx Corp	2.60	27.3 Mil	Industrials

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