FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.86B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$18.2M
4
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$16.5M
5
GBX icon
The Greenbrier Companies
GBX
+$15.2M

Top Sells

1
+$23.9M
2
+$19.5M
3
+$17.6M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$17.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$13.4M

Sector Composition

1 Technology 17.09%
2 Healthcare 14.37%
3 Industrials 13.62%
4 Consumer Discretionary 10.68%
5 Energy 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.01M 0.08%
136,650
+700
227
$3.94M 0.08%
161,400
228
$3.78M 0.08%
14,975
+200
229
$3.67M 0.08%
221,675
+8,100
230
$3.6M 0.07%
53,920
231
$3.55M 0.07%
75,000
232
$3.52M 0.07%
232,175
+9,300
233
$3.49M 0.07%
+96,262
234
$3.44M 0.07%
33,160
235
$3.43M 0.07%
238,500
-283,200
236
$3.4M 0.07%
50,000
237
$3.28M 0.07%
52,755
238
$3.25M 0.07%
31,700
239
$3.25M 0.07%
76,400
-30,000
240
$3.24M 0.07%
63,950
+400
241
$3.09M 0.06%
33,556
+5,000
242
$3.09M 0.06%
237,283
243
$2.95M 0.06%
+213,975
244
$2.88M 0.06%
125,000
245
$2.87M 0.06%
296,100
-30,100
246
$2.86M 0.06%
40,000
+7,500
247
$2.81M 0.06%
150,342
+700
248
$2.75M 0.06%
221,858
-141,564
249
$2.62M 0.05%
27,800
-15,000
250
$2.6M 0.05%
35,000
-10,000
8 9
10
11 12