CSMD vs. PFUT ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Putnam Sustainable Future ETF (PFUT)
CSMD
Congress SMid Growth ETF
CSMD Description
The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.
Grade (RS Rating)
Last Trade
$30.16
Average Daily Volume
38,837
Number of Holdings
*
42
* may have additional holdings in another (foreign) market
PFUT
Putnam Sustainable Future ETF
PFUT Description
The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management?s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.Grade (RS Rating)
Last Trade
$25.38
Average Daily Volume
21,965
Number of Holdings
*
78
* may have additional holdings in another (foreign) market
Performance
| Period | CSMD | PFUT |
|---|---|---|
| 30 Days | -0.76% | -0.84% |
| 60 Days | -0.10% | 1.26% |
| 90 Days | 3.24% | 4.43% |
| 12 Months | 24.43% | 29.50% |
CSMD Overweight 40 Positions Relative to PFUT
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | 4.36% | |
| CYBR | A | 3.59% | |
| CW | B | 3.48% | |
| SPSC | F | 3.13% | |
| VMI | B | 3.04% | |
| TSCO | D | 2.95% | |
| PTC | B | 2.85% | |
| UFPT | C | 2.76% | |
| BJ | B | 2.71% | |
| STRL | B | 2.67% | |
| HALO | D | 2.66% | |
| MEDP | D | 2.66% | |
| WHD | B | 2.49% | |
| PBH | A | 2.46% | |
| KBR | D | 2.4% | |
| WSM | D | 2.36% | |
| AZEK | B | 2.36% | |
| ENTG | F | 2.31% | |
| MORN | B | 2.3% | |
| PODD | A | 2.26% | |
| NVT | C | 2.21% | |
| CVLT | B | 2.14% | |
| CDW | F | 2.13% | |
| ELF | C | 2.12% | |
| BMI | C | 2.08% | |
| WAL | B | 2.01% | |
| OLLI | D | 1.98% | |
| LECO | C | 1.91% | |
| POOL | D | 1.88% | |
| RRC | B | 1.84% | |
| STE | D | 1.78% | |
| AVY | D | 1.76% | |
| CHH | A | 1.65% | |
| KNSL | B | 1.62% | |
| WERN | B | 1.58% | |
| SMPL | B | 1.56% | |
| TRNO | D | 1.54% | |
| RGEN | F | 1.42% | |
| OPCH | F | 1.21% | |
| CALX | F | 1.19% |
CSMD Underweight 76 Positions Relative to PFUT
| Symbol | Grade | Weight | |
|---|---|---|---|
| ROP | C | -2.09% | |
| TMO | F | -2.06% | |
| VRT | A | -2.05% | |
| ISRG | A | -2.01% | |
| DHR | F | -1.99% | |
| SFM | B | -1.94% | |
| IT | B | -1.87% | |
| FSS | B | -1.85% | |
| MSCI | A | -1.83% | |
| FICO | A | -1.8% | |
| DDOG | B | -1.78% | |
| NEE | C | -1.77% | |
| CEG | D | -1.77% | |
| HASI | F | -1.72% | |
| XYL | D | -1.71% | |
| MA | A | -1.69% | |
| PWR | A | -1.68% | |
| CWST | A | -1.62% | |
| ICLR | F | -1.53% | |
| PINS | F | -1.52% | |
| NOW | B | -1.51% | |
| REGN | F | -1.48% | |
| RMD | C | -1.45% | |
| TPG | A | -1.4% | |
| MTN | C | -1.38% | |
| CDNS | B | -1.38% | |
| AMAT | F | -1.38% | |
| COF | B | -1.35% | |
| ADBE | F | -1.32% | |
| STX | D | -1.3% | |
| EXAS | F | -1.29% | |
| HUBS | B | -1.28% | |
| GPK | D | -1.28% | |
| RRX | B | -1.27% | |
| WY | D | -1.26% | |
| CPB | D | -1.25% | |
| ZBRA | B | -1.23% | |
| IDXX | F | -1.22% | |
| DAR | B | -1.22% | |
| FWRG | C | -1.21% | |
| CTAS | B | -1.2% | |
| ZTS | D | -1.19% | |
| ASML | F | -1.17% | |
| CMG | B | -1.15% | |
| ADI | D | -1.15% | |
| HQY | A | -1.11% | |
| ONON | B | -1.08% | |
| MTD | F | -1.07% | |
| LULU | C | -1.04% | |
| LEVI | F | -1.04% | |
| TRMB | B | -1.04% | |
| VRSK | B | -1.03% | |
| VERX | B | -1.03% | |
| ALTR | B | -0.99% | |
| HAE | B | -0.98% | |
| UBER | F | -0.96% | |
| SNPS | C | -0.94% | |
| COIN | A | -0.93% | |
| CNM | C | -0.92% | |
| FSLR | D | -0.87% | |
| VRRM | F | -0.78% | |
| ECL | D | -0.77% | |
| ESTC | C | -0.75% | |
| KKR | A | -0.64% | |
| BMRN | F | -0.64% | |
| URI | B | -0.62% | |
| ARGX | B | -0.6% | |
| GEV | B | -0.56% | |
| PL | B | -0.54% | |
| ASND | F | -0.52% | |
| SGBX | F | -0.49% | |
| AZN | F | -0.49% | |
| DXCM | C | -0.46% | |
| TWST | F | -0.43% | |
| RCKT | F | -0.29% | |
| CMPS | F | -0.25% |
CSMD: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Software - Application
Specialty Retail
Biotechnology
Medical Devices
Banks - Regional - US
Building Materials
Building Products & Equipment
Business Equipment
Business Services
Communication Equipment
Diagnostics & Research
Discount Stores
Diversified Industrials
Electronic Components
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Leisure
Lodging
PFUT: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Biotechnology
Diversified Industrials
Medical Instruments & Supplies
Asset Management
Business Services
Credit Services
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Utilities - Renewable
Waste Management
Aerospace & Defense
Apparel Manufacturing
Apparel Retail
Apparel Stores
Building Materials
Capital Markets
Conglomerates
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