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Flputnam Investment Management Co.
F.L.Putnam Investment Management Company is an independent, SEC-registered investment adviser headquartered in Wellesley, Massachusetts, with additional offices in Maine, New Hampshire, New York, and Rhode Island. Founded in 1983, the firm employs approximately 60 professionals and provides investment advisory, financial planning, and consulting services to individuals, families, institutions, and family offices. F.L.Putnam is recognized for intellectual rigor, transparency, and comprehensive client service, supporting high-net-worth individuals and institutions.
Investment Strategy
F.L.Putnam offers customized investment management and consulting for individuals, families, and institutions, emphasizing diversified portfolios and evidence-based strategies. The firm specializes in sustainable investing, institutional consulting, OCIO services, and utilizes both traditional and alternative strategies to help clients achieve long-term objectives while considering risk, liquidity, and mission alignment. The firm's approach is collaborative and process-driven, focusing on objective advice, risk-adjusted returns, and long-term financial stewardship.
Latest 13F Filing Activity
Flputnam Investment Management Co. filed their most recent 13F report on Sep 30, 2025 disclosing 573 equity positions with a total 13F market value of $7B. The fund increased holdings in Nvidia Corporation, Ishares TR, Ishares TR among other positions. Flputnam Investment Management Co. reduced exposure to Wisdomtree TR, Accenture PLC Ireland, Ishares TR among others.
Top Holdings
Equity Positions (573)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.10% | $809.2M | 1,208,988 | $439.51 | $669.30 | +$79.2M |
I IEFA | ISHARES TR | 6.32% | $422.9M | 4,843,951 | $72.56 | $87.31 | +$82.6M |
M MSFT | MICROSOFT CORP | 4.61% | $308.2M | 595,004 | $233.21 | $517.95 | +$54.1M |
N NVDA | NVIDIA CORPORATION | 4.41% | $294.7M | 1,579,252 | $110.73 | $186.58 | +$91.3M |
A AAPL | APPLE INC | 3.35% | $223.8M | 878,872 | $86.76 | $254.63 | +$41.9M |
Industry Allocation
Investment Team (18)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | New York, NY , United States | |
| SVP and Portfolio Manager | Boston, MA , United States | ||
 | Portfolio Analyst | Plymouth, MA , United States | |
C Colby Parker | Research Associate | Plymouth, MA , United States | |
 | Portfolio Analyst | RI , United States | |
 | Chief Market Strategist | Portfolio Manager | Boston, MA , United States | |
 | Investment Analyst | Boston, MA , United States | |
L Liam Stokes | Portfolio Analyst | Raleigh, NC , United States | |
J Jake Mercier | Client Portfolio Manager | Boston, MA , United States | |
 | Portfolio Analyst | Stoughton, MA , United States |
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