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Not Investment Advice

PCRB

Putnam ESG Core Bond ETF
1W: -0.8% 1M: -1.5% 3M: -5.7% YTD: -0.2% 1Y: -1.6% 3Y: +5.8%
$46.46
-0.36 (-0.77%)
After Hours: $46.66 (+0.20, +0.43%)
ETF AMEX · AUM $892.9M
ETF-Level Metrics
AUM$893M
Holdings4
Top 10 Wt31.0%
Beta0.99
% Profitable33%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Other 28 87.9%
Communication Services 1 11.8% 9.3
Healthcare 3 0.2% 20.0
Financial Services 2 0.1% 15.0

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
T AT&T Inc. 11.77% 4 Bullish 29 5 +1.2%
Showing 34 of 34 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 US TREASURY N/ 4.375 5/34 Bond 56.77% $8.0M 7,840,000
2 PUTNAM GOVT MMKT FND-P Bond PGLXX 18.40% $2.6M 2,581,617
3 US TREASURY N/B 6.25 5/30 T 11.77% $1.7M 1,513,300 9.3 $200.9B Communication Services
4 US TREASURY N/B 4 2/34 Bond 8.27% $1.2M 1,170,000
5 Net Current Assets Private 1.70% $238,985 20,000
6 CASH Cash 1.55% $216,897 216,897
7 CCP INITIAL MARGIN BARCUS Cash 0.68% $95,672 95,672
8 JPM CASH BAL USD Cash 0.59% $82,570 82,570
9 US 10YR NOTE (CBT)Jun26 Bond 0.17% $23,332 -34
10 SALESFORCE INC 5.2 3/33 Private 0.14% $20,014 20,000
11 US 10yr Ultra Fut Jun26 Private 0.12% $17,055 -6
12 MORGAN STANLEY 4.708 3/32 MS 0.11% $14,942 15,000 15.0 $256.4B Financial Services
13 NOVARTIS CAPITAL 4.9 3/36 NVSEF 0.07% $9,983 10,000 20.0 $286.6B Healthcare
14 AMAZON.COM INC 6.05 3/76 Private 0.07% $10,004 10,000
15 HONEYWELL AEROS 4.95 3/36 Private 0.07% $9,945 10,000
16 AMAZON.COM INC 4.875 3/36 Private 0.07% $9,925 10,000
17 NOVARTIS CAPITAL 4.6 3/33 NVSEF 0.07% $9,956 10,000 20.0 $286.6B Healthcare
18 HONEYWELL AEROSP 4.6 3/33 Private 0.04% $4,950 5,000
19 NOVARTIS CAPITAL 5.7 3/56 NVSEF 0.04% $5,059 5,000 20.0 $286.6B Healthcare
20 HONEYWELL AERO 5.732 3/56 Private 0.04% $4,981 5,000
21 HONEYWELL AERO 5.852 3/66 Private 0.04% $4,986 5,000
22 AMAZON.COM INC 4.55 3/33 Private 0.04% $4,967 5,000
23 AIRBNB INC 5.25 3/36 Private 0.04% $5,027 5,000
24 MORGAN STANLEY 5.9 3/47 MS 0.04% $5,029 5,000 15.0 $256.4B Financial Services
25 AMAZON.COM INC 5.8 3/56 Private 0.04% $5,001 5,000
26 AIRBNB INC 4.65 3/31 Private 0.04% $4,996 5,000
27 G2 CZ1285 5.5 4/20/54 Private —% $0
28 MS SWAP CASH COLLAT Swap —% 20,000
29 TRUSTEE DEFERRED COMP A/D Private —% 1
30 TRUSTEE DEFERRED COMP PAY Private —% 1
31 CDX.NA.IG.45 Private -0.08% $-10,681 -4,000,000
32 US 2YR NOTE (CBT) Jun26 Bond -0.13% $-18,027 24
33 US ULTRA BOND CBT Jun26 Bond -0.18% $-25,274 17
34 BARCLAYS VM BALANCE USD Private -0.56% $-78,371 -78,371

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms