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
$4.92B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$27.2M
3
+$23.5M
4
TNL icon
Travel + Leisure Co
TNL
+$23.3M
5
CFG icon
Citizens Financial Group
CFG
+$21.8M

Top Sells

1
+$35.7M
2
+$30.5M
3
+$26.6M
4
R icon
Ryder
R
+$21.3M
5
JNPR
Juniper Networks
JNPR
+$17.9M

Sector Composition

1 Healthcare 16.79%
2 Technology 14.28%
3 Industrials 11.88%
4 Consumer Discretionary 11.67%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.64M 0.07%
76,000
227
$3.59M 0.07%
49,500
+2,250
228
$3.57M 0.07%
78,000
229
$3.54M 0.07%
27,800
230
$3.48M 0.07%
46,350
231
$3.47M 0.07%
149,000
232
$3.43M 0.07%
102,500
+1,000
233
$3.42M 0.07%
469,000
+108,000
234
$3.4M 0.07%
47,700
235
$3.39M 0.07%
+122,000
236
$3.34M 0.07%
78,700
-11,900
237
$3.31M 0.07%
234,930
+5,000
238
$3.31M 0.07%
38,100
239
$3.28M 0.07%
178,600
+11,900
240
$3.24M 0.07%
23,600
+2,400
241
$3.24M 0.07%
65,000
+15,000
242
$3.22M 0.07%
47,550
243
$3.18M 0.06%
123,000
+1,000
244
$3.17M 0.06%
226,155
245
$3M 0.06%
46,888
+1,000
246
$2.88M 0.06%
34,050
247
$2.84M 0.06%
53,500
-62,600
248
$2.79M 0.06%
53,600
249
$2.79M 0.06%
25,000
250
$2.77M 0.06%
87,030
8 9
10
11 12