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PVAL

Putnam Focused Large Cap Value ETF
1W: -0.6% 1M: -5.6% 3M: +1.4% YTD: -0.7% 1Y: +20.9% 3Y: +80.7%
$45.68
-0.50 (-1.08%)
After Hours: $45.24 (-0.44, -0.95%)
ETF AMEX · AUM $4.9B
ETF-Level Metrics
AUM$4.9B
Holdings45
Top 10 Wt33.5%
Beta0.82
% Profitable87%
Coverage97%
Portfolio Valuation
P/E24.5
P/B4.8
P/S3.1
EV/EBITDA16.3
P/FCF36.4
PEG3.64
Profitability & Returns
Gross Margin38.0%
Net Margin12.6%
ROE20.8%
ROA4.5%
ROIC16.6%
Div Yield1.61%
Leverage & Liquidity
Debt/Equity0.95
Debt/Assets0.21
Net Debt/EBITDA0.0x
Interest Cov2.7x
Current Ratio0.63
Quick Ratio0.59
Growth (YoY)
Revenue+6.7%
Net Income+9.3%
EPS+14.8%
FCF+26.9%
EBITDA+9.5%
Rev CAGR 3Y+7.4%
Quality Scores
Piotroski F6.7
Altman Z3.69
IS Quality66.8
IS Overall55.2
IS Value52.2
Median P/E24.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 8 16.6% 20.2
Healthcare 7 13.0% 19.5
Industrials 6 12.9% 31.1
Technology 4 9.7% 30.6
Consumer Cyclical 4 9.5% 26.5
Consumer Defensive 4 8.6% 28.0
Energy 3 7.5% 24.7
Communication Services 3 5.2% 18.0
Other 2 5.1%
Utilities 3 5.0% 27.5
Basic Materials 2 4.8% 40.9
Real Estate 1 2.1% 36.1

Smart Money Overlap

9 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CSCO Cisco Systems, Inc. 4.01% 4 Bullish 5 6 -1.6%
FCX Freeport-McMoRan Inc. 3.01% 4 Bullish 2 2 +30.2%
FDX FedEx Corporation 2.63% 4 Bullish 7 1 +14.8%
MSFT Microsoft Corporation 2.57% 4 Bullish 1 23 -5.0%
SCHW The Charles Schwab Corporation 2.19% 4 Bullish 13 3 -0.9%
COP ConocoPhillips 1.93% 4 Bullish 1 3 +18.9%
WMT Walmart Inc. 1.57% 4 Bullish 21 3 -1.1%
UNH UnitedHealth Group Incorporated 1.29% 4 Bullish 7 7 -2.0%
TMUS T-Mobile US, Inc. 1.23% 4 Bullish 3 1 -2.8%
Showing 47 of 47 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CITIGROUP INC C 4.01% $350.9M 3,194,108 14.0 $191.6B Financial Services
2 CISCO SYSTEMS INC CSCO 4.01% $351.6M 4,478,318 27.7 $306.8B Technology
3 EXXON MOBIL CORP XOM 3.98% $348.2M 2,201,776 24.0 $665.6B Energy
4 ALPHABET INC-CL A GOOGL 3.40% $298.1M 970,437 27.5 $3.6T Communication Services
5 MCKESSON CORP MCK 3.36% $294.1M 327,185 25.1 $109.3B Healthcare
6 SOUTHWEST AIRLINES CO LUV 3.09% $270.5M 6,619,141 46.1 $20.4B Industrials
7 FREEPORT-MCMORAN INC FCX 3.01% $263.6M 4,918,716 34.2 $74.9B Basic Materials
8 COCA-COLA CO/THE KO 2.96% $259.5M 3,435,075 24.5 $321.5B Consumer Defensive
9 PHILIP MORRIS INTERNATIONAL PM 2.90% $253.9M 1,553,965 22.4 $253.9B Consumer Defensive
10 HILTON WORLDWIDE HOLDINGS IN HLT 2.83% $247.4M 830,698 47.4 $68.0B Consumer Cyclical
11 FEDEX CORP FDX 2.63% $230.5M 647,204 19.4 $84.7B Industrials
12 ALLSTATE CORP Private 2.58% $226.1M
13 MICROSOFT CORP MSFT 2.57% $224.7M 577,662 23.8 $2.8T Technology
14 BANK OF AMERICA CORP BAC 2.53% $221.9M 4,720,109 11.4 $344.4B Financial Services
15 Cash and Equivalents Cash 2.53% $221.5M
16 GENERAL MOTORS CO GM 2.40% $210.6M 2,854,117 20.2 $67.9B Consumer Cyclical
17 NORTHROP GRUMMAN CORP NOC 2.38% $208.5M 291,956 24.2 $100.3B Industrials
18 THERMO FISHER SCIENTIFIC INC TMO 2.35% $206.2M 438,511 26.6 $176.2B Healthcare
19 AMAZON.COM INC AMZN 2.29% $200.6M 961,079 28.3 $2.2T Consumer Cyclical
20 JOHNSON CONTROLS INTERNATION JCI 2.22% $194.1M 1,456,403 24.1 $79.4B Industrials
21 NEXTERA ENERGY INC NEE 2.20% $193.0M 2,088,074 27.4 $186.5B Utilities
22 SCHWAB (CHARLES) CORP SCHW 2.19% $191.7M 2,039,819 18.9 $168.2B Financial Services
23 ASTRAZENECA PLC AZNCF 2.16% $188.9M 994,676 27.7 $294.4B Healthcare
24 CAPITAL ONE FINANCIAL CORP COF 2.10% $184.3M 1,025,530 40.0 $112.9B Financial Services
25 PROLOGIS INC PLD 2.07% $180.9M 1,380,163 36.1 $119.0B Real Estate
26 SEAGATE TECHNOLOGY HOLDINGS STX 2.03% $177.6M 408,678 44.9 $89.7B Technology
27 PULTEGROUP INC PHM 2.02% $176.9M 1,501,293 10.0 $22.0B Consumer Cyclical
28 CONOCOPHILLIPS COP 1.93% $169.1M 1,341,617 19.1 $155.1B Energy
29 GOLDMAN SACHS GROUP INC GS 1.79% $156.8M 193,671 14.8 $244.1B Financial Services
30 CORTEVA INC CTVA 1.75% $153.5M 1,966,287 47.6 $52.0B Basic Materials
31 REGENERON PHARMACEUTICALS REGN 1.71% $149.7M 203,057 16.7 $76.1B Healthcare
32 PPL CORP PPL 1.65% $144.1M 3,828,308 22.9 $27.5B Utilities
33 VALERO ENERGY CORP VLO 1.63% $142.3M 587,860 31.0 $73.2B Energy
34 ISHARES RUSSELL 1000 VALUE ETF IWF 1.61% $141.2M 324,388 $121.1B Financial Services
35 INGERSOLL-RAND INC IR 1.60% $140.3M 1,707,779 55.0 $32.2B Industrials
36 WALMART INC WMT 1.57% $137.6M 1,136,372 43.3 $948.9B Consumer Defensive
37 SANOFI-ADR SNY 1.46% $128.0M 2,822,816 8.9 $107.7B Healthcare
38 UNITEDHEALTH GROUP INC UNH 1.29% $112.9M 402,454 20.8 $250.1B Healthcare
39 BLACKROCK INC BLK 1.24% $108.2M 111,628 26.8 $149.0B Financial Services
40 T-MOBILE US INC TMUS 1.23% $108.1M 523,102 21.2 $233.2B Communication Services
41 BJ'S WHOLESALE CLUB HOLDINGS BJ 1.17% $102.3M 1,057,543 21.8 $12.7B Consumer Defensive
42 NRG ENERGY INC NRG 1.16% $101.4M 628,017 32.1 $31.2B Utilities
43 QUALCOMM INC QCOM 1.13% $99.0M 753,946 25.9 $138.7B Technology
44 APOLLO GLOBAL MANAGEMENT INC APO 1.09% $95.3M 855,807 15.2 $65.0B Financial Services
45 UNITED RENTALS INC URI 0.95% $83.5M 116,018 18.1 $45.2B Industrials
46 NOVO-NORDISK A/S-SPONS ADR NVO 0.70% $61.6M 1,662,358 10.3 $162.3B Healthcare
47 CHARTER COMMUNICATIONS INC-A CHTR 0.53% $46.6M 220,117 5.4 $27.0B Communication Services

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