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Equity

Putnam Sustainable Leaders SMA

  • Committed companies - Invests in companies that have demonstrated leadership in key sustainability issues that are financially material to their business context.
  • Active research process - tegrates relevant and forward looking sustainability analysis with high-quality fundamental research to drive investment decisions.
  • Experienced team - Managed by dedicated and experienced sustainable investing team embedded within Putnam’s equity research and quantitative/risk analysis groups.

Popular Documents

  • Factsheet
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Year to Date Returns (Net)
4.29%
As of 09/30/2026
Year to Date Returns (Gross)
6.62%

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Putnam Sustainable Leaders SMA

  • Overview
  • Composite Performance
  • Portfolio
  • Documents
[products.skip-to-overview]

Overview

See additional performance disclosures in the performance section.

Product Facts

Strategy Description

The Putnam Sustainable Leaders SMA seeks to identify large-cap companies whose businesses benefit from sustainability leadership. Companies demonstrating leadership in business-relevant sustainability issues can enhance long-term success through improved growth, effectiveness, and risk mitigation.

Benchmark
S&P 500 Index
Inception Date
03/31/2018
Asset Class
Equity
Number of IssuersAs of 09/30/2026 (Updated Quarterly)
60

Average Annual Total Returns As of 09/30/2026

View performance section for additional info As of 09/30/2026
  • 7.96%1 Year
  • 15.74%3 Years
  • 6.55%5 Years
  • —10 Years
  • 11.20%Since Inception
    03/31/2018

The strategy returns shown are preliminary composite returns, subject to future revision (downward or upward). Past performance is not a guarantee of future results. An investment in this strategy can lose value.  

Performance data represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares. Periods less than one year are not annualized. Performance results are for the composite which includes all actual, fully discretionary accounts with substantially similar investment policies and objectives managed to the composite's investment strategy. Composite returns are stated in U.S. dollars and assume reinvestment of any dividends, interest income, capital gains, or other earnings. The composite may include account(s) that are gross of fees and pure gross of fees. “Pure” gross-of-fee returns do not reflect the deduction of any expenses, including transaction costs. A traditional (or "true") gross-of-fee return reflects performance after the reduction of transaction costs but before the reduction of the investment advisory fee. The gross-of-fee return may include a blend of "true" gross-of-fee returns for non-wrap accounts and "pure” gross-of-fee returns for wrap accounts. Net-of-fee returns is reduced by a model “wrap fee” (3.0% is the maximum anticipated wrap fee for equity and balanced portfolios) which includes trading expenses as well as investment management, administrative and custodial fees. The model wrap fee used represents the highest anticipated wrap fee applicable to the strategy. Actual fees and account minimums may vary.  

For fee schedules, contact your financial professional, or if you enter into an agreement directly with Franklin Templeton Private Portfolio Group, LLC (“FTPPG”), refer to FTPPG’s Form ADV Part 2A disclosure document. Management and performance of individual accounts may vary for reasons that include the existence of different implementation practices and model requirements in different investment programs.   

To obtain specific information on available products and services or a GIPS® Report, contact your Franklin Templeton separately managed account sales team at (800) DIAL BEN/342-5236. Putnam Investments claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Information is based on the composite. Past performance is not an indicator or a guarantee of future performance. Returns for periods less than one year are not annualized. All performance is reported in US dollars.

Top Sectors

Portfolio breakdown percentages may not total 100% and may be negative due to rounding, use of any derivatives, unsettled trades or other factors.

View portfolio section for additional info

As of 09/30/2026 % of Total (Updated Monthly)

Top Sectors
Information Technology38.78%
Health Care10.22%
Financials9.47%
Consumer Discretionary9.37%
Communication Services9.35%

Manager and Commentary

About the Team

Putnam Investments

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
[Stephanie Dobsons avatar]

Managed Strategy Since 2018

[Rob Forkers avatar]

Managed Strategy Since

Portfolio Manager Profile
Years of Experience
Manager Location

Latest Insights

August 18, 2026

Who Will Earn the Returns on the AI Buildout?

July 21, 2026

The Price of Admission: Further equity upside comes with a cost—volatility

July 21, 2026

Talking Markets Podcast: Still Early Innings for Artificial Intelligence

May 12, 2026

Emerging markets: Cheap, growing and underowned
[products.skip-performance]

Composite Performance

Average Annual Total Returns

As of 09/30/2026

Choose Month

2026

Use arrow keys to navigate calendar. Press Enter to select a date.
2026
Selected Month September 2026
Chart
Bar chart with 3 data series.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 6.55 to 22.89.
Created with Highcharts 12.6.005101520251 Year3 Years5 Years7 YearsSince Inception
End of interactive chart.
Putnam Sustainable Leaders SMA - Net (%)
Month End
As of 09/30/2026
1 Year
7.96
3 Years
15.74
5 Years
6.55
7 Years
11.37
Since Inception(03/31/2018)
11.20
Putnam Sustainable Leaders SMA - Gross (%)
Month End
As of 09/30/2026
1 Year
11.18
3 Years
19.18
5 Years
9.73
7 Years
14.69
Since Inception(03/31/2018)
14.51
S&P 500 Index (%)
Month End
As of 09/30/2026
1 Year
15.74
3 Years
22.89
5 Years
13.79
7 Years
16.17
Since Inception(03/31/2018)
15.15

The strategy returns shown are preliminary composite returns, subject to future revision (downward or upward). Past performance is not a guarantee of future results. An investment in this strategy can lose value.  

Performance data represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares. Periods less than one year are not annualized. Performance results are for the composite which includes all actual, fully discretionary accounts with substantially similar investment policies and objectives managed to the composite's investment strategy. Composite returns are stated in U.S. dollars and assume reinvestment of any dividends, interest income, capital gains, or other earnings. The composite may include account(s) that are gross of fees and pure gross of fees. “Pure” gross-of-fee returns do not reflect the deduction of any expenses, including transaction costs. A traditional (or "true") gross-of-fee return reflects performance after the reduction of transaction costs but before the reduction of the investment advisory fee. The gross-of-fee return may include a blend of "true" gross-of-fee returns for non-wrap accounts and "pure” gross-of-fee returns for wrap accounts. Net-of-fee returns is reduced by a model “wrap fee” (3.0% is the maximum anticipated wrap fee for equity and balanced portfolios) which includes trading expenses as well as investment management, administrative and custodial fees. The model wrap fee used represents the highest anticipated wrap fee applicable to the strategy. Actual fees and account minimums may vary.  

For fee schedules, contact your financial professional, or if you enter into an agreement directly with Franklin Templeton Private Portfolio Group, LLC (“FTPPG”), refer to FTPPG’s Form ADV Part 2A disclosure document. Management and performance of individual accounts may vary for reasons that include the existence of different implementation practices and model requirements in different investment programs.   

To obtain specific information on available products and services or a GIPS® Report, contact your Franklin Templeton separately managed account sales team at (800) DIAL BEN/342-5236. Putnam Investments claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Information is based on the composite. Past performance is not an indicator or a guarantee of future performance. Returns for periods less than one year are not annualized. All performance is reported in US dollars.

[products.skip-portfolio]

Portfolio

Positions

As of 09/30/2026 (Updated Monthly)

Number of Issuers
Portfolio
60
Benchmark

S&P 500 Index

503

Portfolio Statistics

As of 09/30/2026 (Updated Monthly)

Estimated 3-5 Year EPS Growth
Portfolio
15.76%
Benchmark

S&P 500 Index

15.90%
Price to Earnings (12-Month Forward)
Portfolio
19.71x
Benchmark

S&P 500 Index

19.07x
Price to Book
Portfolio
5.41x
Benchmark

S&P 500 Index

5.55x
Dividend Yield
Portfolio
0.80%
Benchmark

S&P 500 Index

1.09%
Market Cap Median
Portfolio
95,188.36x
Benchmark

S&P 500 Index

44,134.25x
Weighted Average Market Capitalization (USD)

A determination of a company's value, calculated by multiplying the total number of company stock shares outstanding by the price per share. For a portfolio, the value represents a weighted average based on the stocks held.

Portfolio
$1,711.94 Billion
Benchmark

S&P 500 Index

$1,676.53 Billion
Active Share
Portfolio
49.44%
Benchmark

S&P 500 Index

—

Asset Allocation

As of 09/30/2026 % of Total (Updated Monthly)

Asset Allocation
Asset Type Portfolio
Equity
96.88%
Cash & Cash Equivalents
3.12%
 
Bar chart with 2 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 3.12154 to 96.87846.
Created with Highcharts 12.6.00%100%25%50%75%125%EquityCash & Cash​Equivalents
End of interactive chart.

Holdings

As of 09/30/2026 (Updated Monthly)

NVIDIA Corporation
Apple Inc.​
Microsoft Corporation
Alphabet Inc.​
Amazon.​com,​ Inc.​
Advanced Micro Devices,​ Inc.​
Meta Platforms,​ Inc.​
Lam Research Corporation
Broadcom Inc.​
Eli Lilly and Company
[products.skip-documents]

Documents

Product Documents

Factsheet - Putnam Sustainable Leaders SMA
FTPPG Regulatory Disclosures
Mailed hardcopies unavailable.

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. 

Important Information

You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.

Franklin Templeton (FT) is not undertaking to provide impartial advice. Nothing herein is intended to provide fiduciary advice. FT has a financial interest.

Important data provider notices and terms available at www.franklintempletondatasources.com.

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. 

The S&P 500 Index features 500 leading U.S. publicly traded companies, with a primary emphasis on market capitalization.
Source: © S&P Dow Jones Indices LLC. All rights reserved.

Putnam Retail Separately Managed Accounts (SMAs): Putnam Investment Management, LLC acts as a discretionary investment manager or non-discretionary model provider in a variety of retail separately managed account programs and platforms (“SMA Programs”) sponsored by non-affiliated financial intermediaries (each, a “Sponsor Firm”). Through various Sponsor Firms, Putnam offers model-delivery SMAs as well as single- and dual-contract SMAs through a range of actively managed strategies. SMA Programs may require a minimum asset level and, depending on specific investment objectives and financial position, may not be appropriate for all investors. The information provided relates to Putnam Investments and its affiliates, which includes Putnam Investment Management, LLC.

All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.

The Linked S&P 500 Index represents the performance of the MSCI World Industrials Index (NR) through June 23, 2019, and the performance of the S&P 500® Index thereafter. You cannot invest directly in an index.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call Franklin Templeton at (800) 530-2432 for more information.

Footnotes

  1. Capitalization Rate is calculated without the deduction of fees and expenses.

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