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Managed Fund Since 2021
Equity Active
PLDR Putnam Sustainable Leaders ETF
- Leadership focus. The portfolio invests in companies that have demonstrated leadership in sustainability issues that are financially material to their business context.
- Active strategy. A framework grounded in fundamental research and focused on financially material sustainability issues drives investment decisions.
- Experienced team. An experienced, dedicated sustainable investing team is integrated with Putnam’s equity research and quantitative/risk analysis groups.
Popular Documents
Important Information about the Fund
Overview
Fund Facts
Fund description
The fund seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies that the fund's investment manager believes exhibit a commitment to financially material sustainable business practices.
- Benchmark
- S&P 500 Index
- Dividend Frequency, if any
- Annually
- Fund Inception Date
- 05/25/2021
- Listing Exchange
- NYSE Arca
Identifiers
- Ticker
- PLDR
- Intraday NAV
- PLDR.IV
- CUSIP Code
- 746729102
- ISIN Code
- US7467291024
- Bloomberg Code
- PLDR US
Average Annual Total Returns As of 02/28/2026
- 7.77%1 Year
- 18.13%3 Years
- —5 Years
- —10 Years
- 8.41%Since Inception
05/25/2021
Performance data quoted represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the figures shown.
Top Sectors
As of 02/28/2026 % of Total (Updated Monthly)
Information Technology30.15% | |
Consumer Discretionary11.93% | |
Communication Services11.82% | |
Financials11.25% | |
Health Care9.97% |
Additional Fund Info
- Fiscal Year End
- August 31
- ETF Type
- Active
- Morningstar Category
5 - Large Growth
Trading Characteristics
- Shares Outstanding
- 200,000
- Daily Volume
- 1,735
- 20-Day Average Volume
- 270.90
Manager and Commentary
About the Team
Putnam Investments has been serving clients and shareholders for over 85 years. We manage a range of equity portfolios with a focus on stock-specific opportunities. Our approach — stock-driven rather than style-driven — is designed to offer consistent outperformance, regardless of the market environment. Our portfolios are fueled by a variety of independent views and perspectives, enhanced by fundamental research and ongoing dialogue and debate. We combine this with portfolio construction that aims to reduce broader macro exposures and manage downside risk.
Putnam Investments
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Managed Fund Since 2025
Latest Insights
January 8, 2026
December 10, 2025
August 14, 2025
Performance
Calendar Year Returns
As of 02/28/2026
Performance data quoted represents past performance, which does not guarantee future results. Current performance may be lower or higher than the figures shown. Principal value and investment returns will fluctuate, and investors' shares, when redeemed, may be worth more or less than the original cost. Returns are based on Market Price or NAV, assume the reinvestment of all distributions and the deduction of all Fund expenses. Performance would have been lower if expenses had not been waived in various periods. Returns for periods of less than one year are not annualized.
Putnam Sustainable Leaders ETF - Market Price Return (%)
Putnam Sustainable Leaders ETF - NAV Return (%)
S&P 500 Index (%)
Ratings 6
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Portfolio
Assets
As of03/31/2026 (Updated Daily)
- Total Net Assets
- $6.77 Million
Positions
As of 02/28/2026 (Updated Monthly)
Number of Issuers
- Fund
- 55
Portfolio Statistics
As of 02/28/2026 (Updated Monthly)
Price to Earnings (12-Month Forward)
- Fund
- 23.10x
- Fund
- 6.09x
- Fund
- $1,477.48 Billion
Sector Allocation
As of 02/28/2026 % of Total (Updated Monthly)
| Sector | % of Total |
|---|---|
Information Technology | 30.15% |
Consumer Discretionary | 11.93% |
Communication Services | 11.82% |
Financials | 11.25% |
Health Care | 9.97% |
Industrials | 8.99% |
Consumer Staples | 5.53% |
Utilities | 3.07% |
Materials | 1.56% |
Real Estate | 1.55% |
Energy | 0.94% |
Cash & Other Net Assets | 3.25% |
Holdings
As of 02/28/2026 (Updated Monthly)
APPLE INC SEDOL 2046251
NVIDIA CORP SEDOL 2379504
ALPHABET INC-CL A SEDOL BYVY8G0
AMAZON.COM INC SEDOL 2000019
MICROSOFT CORP SEDOL 2588173
BROADCOM INC SEDOL BDZ78H9
Cash and Equivalents
META PLATFORMS INC-CLASS A SEDOL B7TL820
ELI LILLY & CO SEDOL 2516152
JPMORGAN CHASE & CO SEDOL 2190385
Portfolio holdings are based on total portfolio, and are subject to change at any time. Holdings are provided for informational purposes only and should not be construed as a recommendation to purchase or sell any security. Any negative allocations or allocations in excess of 100% are primarily due to unsettled trade activities.
Distributions & Tax
- Distribution Frequency
- AnnuallyThis fund is an ex-Dividend fund
- Capital Gain Distributions
- December
Distributions are not guaranteed and are subject to change.
Final composition of the current year’s distribution—income, capital gains and/or return of capital—are based on US tax rules and will be determined by February of the following year. For tax characterization of a distribution, such as return of capital and tax-exempt income, click on the “Tax Information” tab above.
Distributions Per Share
12/19/2025
Annually, a fund must distribute all realized capital gains net of realized losses, so the fund will not be subject to an entity level income tax. A fund’s capital gain distribution in a particular year may be a result of the disposition of holdings that appreciated in value during prior years. Thus, while the fund may gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund.
The distributable amount of net capital gains are paid on a per-share basis to all investors who hold shares of the fund on the record date of the distribution and are recognized by the shareholder for tax purposes as of the ex-date of the distribution, regardless of when the gains or losses arose in the fund. Net gains on holdings held long term by the fund would be distributed to shareholders as a long-term capital gain distribution no matter how long the shareholder has owned shares in the fund.
Refer to the fund’s annual report or statement of additional information for specific information regarding distributions.
Pricing
Pricing History
As of 03/31/2026 (Updated Daily)
Daily Fund Prices
As of 03/31/2026
Share Prices
As of 03/31/2026
52-Week Range
- Highest NAV
As of 12/11/2025 - $37.86
- Lowest NAV
As of 04/08/2025 - $27.07
- Highest Market Price
As of 12/11/2025 - $37.84
- Lowest Market Price
As of 04/08/2025 - $27.07
Documents
Fund Literature
| Name | Download | Add to Cart | |
|---|---|---|---|
| Factsheet - Putnam Sustainable Leaders ETF |
Regulatory Documents
| Name | Download | Add to Cart | |
|---|---|---|---|
| Annual Report - Putnam Sustainable Leaders ETF - Single Class | |||
| Annual Financial Statements and Other Information - Putnam Sustainable Leaders ETF | |||
| Semi-Annual Report - Putnam Sustainable Leaders ETF - Single Class | |||
| Semi-Annual Financial Statements and Other Information - Putnam Sustainable Leaders ETF | |||
| Prospectus - Putnam Sustainable Leaders ETF | |||
| Summary Prospectus - Putnam Sustainable Leaders ETF | |||
| Statement Of Additional Information- Putnam ETF Trust | |||
| Fiscal Q1 Holdings - Putnam Sustainable Leaders ETF | |||
| Fiscal Q3 Holdings - Putnam Sustainable Leaders ETF |
Risks
All investments involve risks, including possible loss of principal. The investment style may become out of favor, which may have a negative impact on performance. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. The managers' environmental, social and governance (ESG) strategies may limit the types and number of investments available and, as a result, may forgo favorable market opportunities or underperform strategies that are not subject to such criteria. There is no guarantee that the strategy's ESG directives will be successful or will result in better performance. These and other risks are discussed in the fund's prospectus.
Important Information
Total Returns include change in share price, assume reinvestment of all distributions, and reflect the deduction of fund expenses and applicable fees. Total returns, distribution rate, and yields reflect any applicable expense reductions and fee waivers; without these reductions, the results would have been lower.
Certain share classes are only offered to eligible investors as stated in the prospectus. Different minimums may apply to clients of certain service agents. All classes of shares are not available through all distribution channels. See the Fund's prospectus for additional information.
Most funds offer multiple share classes. Share classes are subject to different fees and expenses, which will affect their performance.
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Important data provider notices and terms available at www.franklintempletondatasources.com.
Performance data quoted represents past performance, which does not guarantee future results.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges.
Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.
Putnam funds are not exchangeable for other funds distributed by Franklin Distributors, LLC.
Franklin Distributors, LLC. Member FINRA/SIPC. Putnam Investment is a Franklin Templeton company. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.
Reports and other information about the funds are available on the EDGAR Database on the SEC's Internet site at www.sec.gov.