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
$5.3B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$26.7M
3
+$23M
4
HBI
Hanesbrands
HBI
+$21.7M
5
VWR
VWR Corporation
VWR
+$14.4M

Top Sells

1
+$31.9M
2
+$23.1M
3
+$21.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
PCAR icon
PACCAR
PCAR
+$16.1M

Sector Composition

1 Healthcare 16.7%
2 Technology 16.29%
3 Industrials 12.73%
4 Consumer Discretionary 11.59%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.22M 0.08%
226,500
+1,000
227
$4.21M 0.08%
+111,000
228
$4.18M 0.08%
109,000
229
$4.13M 0.08%
100,425
-100,000
230
$4.09M 0.08%
43,000
+6,900
231
$4.07M 0.08%
76,750
+12,250
232
$4.01M 0.08%
211,500
+2,500
233
$3.96M 0.07%
313,500
+2,300
234
$3.94M 0.07%
38,100
+6,400
235
$3.94M 0.07%
49,250
236
$3.92M 0.07%
142,625
+1,625
237
$3.87M 0.07%
+148,000
238
$3.87M 0.07%
155,748
+24,800
239
$3.87M 0.07%
75,000
240
$3.8M 0.07%
39,928
+6,372
241
$3.73M 0.07%
50,000
242
$3.71M 0.07%
94,000
-58,000
243
$3.62M 0.07%
59,589
-11,594
244
$3.56M 0.07%
+84,000
245
$3.51M 0.07%
143,200
+22,800
246
$3.49M 0.07%
90,600
+14,400
247
$3.38M 0.06%
87,230
248
$3.37M 0.06%
47,700
+7,700
249
$3.37M 0.06%
537,495
250
$3.31M 0.06%
25,000
8 9
10
11 12