Tyco, Northrop Grumman and Honeywell Lead Putnam’s $1.9B Industrial Goods Stock Investments

Wall St. Watchdog reveals information regarding Putnam Investment Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 126 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $1.931 billion.

  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Putnam Investment Management reported holding 5,701,364 shares with a market value of $281,818,424. This comprised 1.37% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 6,537,018 shares with a market value of $266,383,484. This comprised 0.95% of the total portfolio. The net change in shares for this position over the two quarters is 835,654. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • Northrop Grumman Corporation (NYSE:NOC): On 06/30/2011, Putnam Investment Management reported holding 363,084 shares with a market value of $25,179,875. This comprised 0.12% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 3,485,280 shares with a market value of $181,827,051. This comprised 0.65% of the total portfolio. The net change in shares for this position over the two quarters is 3,122,196. About Company: Northrop Grumman Corporation is a global security company. The Company provides systems, products, and solutions in aerospace, electronics, information systems, shipbuilding and technical services to government and commercial customers worldwide.
  • Parker Hannifin Corporation (NYSE:PH): On 06/30/2011, Putnam Investment Management reported holding 465,830 shares with a market value of $41,803,583. This comprised 0.2% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 2,528,444 shares with a market value of $159,620,672. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is 2,062,614. About Company: Parker Hannifin Corporation manufactures motion control products, including fluid power systems, electromechanical controls, and related components. The Company also produces fluid purification, fluid flow, process instrumentation, air conditioning, refrigeration, and electromagnetic shielding and thermal management products.
  • Honeywell International Inc. (NYSE:HON): On 06/30/2011, Putnam Investment Management reported holding 195,542 shares with a market value of $11,652,348. This comprised 0.06% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 3,416,525 shares with a market value of $150,019,612. This comprised 0.53% of the total portfolio. The net change in shares for this position over the two quarters is 3,220,983. About Company: Honeywell International Inc. is a diversified technology and manufacturing company with operations around the world. The Company provides aerospace products and services, control technologies, automotive products, and power generation systems. Honeywell also provides specialty chemicals, fibers, plastics, and electronic and advanced materials.
  • Stanley Black & Decker Inc. (NYSE:SWK): On 06/30/2011, Putnam Investment Management reported holding 45,785 shares with a market value of $3,298,809. This comprised 0.02% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 2,900,828 shares with a market value of $142,430,650. This comprised 0.51% of the total portfolio. The net change in shares for this position over the two quarters is 2,855,043. About Company: Stanley Black & Decker Inc. is a diversified worldwide supplier of tools and solutions for professional, industrial and construction and do-it-yourself use. The Company’s products include mechanical and electronic security products and systems, professional industrial and automotive mechanics tools, hand tools, consumer mechanics tools, storage systems, pneumatic tools and fasteners.
  • Precision Castparts Corp. (NYSE:PCP): On 06/30/2011, Putnam Investment Management reported holding 168,887 shares with a market value of $27,807,244. This comprised 0.14% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 665,741 shares with a market value of $103,496,100. This comprised 0.37% of the total portfolio. The net change in shares for this position over the two quarters is 496,854. About Company: Precision Castparts Corp. is a worldwide manufacturer of complex metal components and products. The Company manufactures large, complex structural investment castings and airfoil castings used in jet aircraft engines. Precision has also expanded into the industrial gas turbine, industrial metal working tools and machines, and other metal products markets.
  • Embraer – Empresa Brasileira De Aeron (NYSE:ERJ): On 06/30/2011, Putnam Investment Management reported holding 1,624,152 shares with a market value of $49,991,400. This comprised 0.24% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 3,504,903 shares with a market value of $88,919,392. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is 1,880,751. About Company: Embraer SA manufactures and markets commercial, corporate, and defense aircraft. The Company also provides maintenance and repair services and markets spare parts for its jets. Embraer markets its aircraft to commercial airlines mainly in the United States and Europe and to governments in Europe and Latin America.
  • Eaton Corporation (NYSE:ETN): On 06/30/2011, Putnam Investment Management reported holding 111,750 shares with a market value of $5,749,538. This comprised 0.03% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 1,747,686 shares with a market value of $62,042,853. This comprised 0.22% of the total portfolio. The net change in shares for this position over the two quarters is 1,635,936. About Company: Eaton Corporation manufactures engineered products which serve industrial, vehicle, construction, commercial, and aerospace markets. The Company’s principal products include hydraulic products and fluid connectors, electrical power distribution and control equipment, truck drivetrain systems, engine components, and a wide variety of controls.
  • Ingersoll-rand Plc (NYSE:IR): On 06/30/2011, Putnam Investment Management reported holding 4,586,395 shares with a market value of $208,268,196. This comprised 1.01% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 2,205,556 shares with a market value of $61,954,068. This comprised 0.22% of the total portfolio. The net change in shares for this position over the two quarters is -2,380,839. About Company: Ingersoll-Rand PLC is a diversified, global company that provides a diverse range of products and services for a wide range of industries. The Company’s operations include consist of air conditioning systems and services, climate control technologies, industrial technologies and security technologies.
  • Timken Co. (NYSE:TKR): On 06/30/2011, Putnam Investment Management reported holding 87,662 shares with a market value of $4,418,165. This comprised 0.02% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 1,747,920 shares with a market value of $57,366,734. This comprised 0.2% of the total portfolio. The net change in shares for this position over the two quarters is 1,660,258. About Company: The Timken Company manufactures and distributes anti-friction roller bearings and specialty alloy steels. The Company’s products are used in general industry and in a wide variety of products, including passenger cars, machine tools, farm and construction equipment, and rolling mills, and other products.

(Note: Data regarding Putnam Investment Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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