FIM
Foresters Investment Management Portfolio holdings
AUM
$5.05B
1-Year Return
5.09%
This Quarter Return
+0.16%
1 Year Return
+5.09%
3 Year Return
+40.76%
5 Year Return
+64.43%
10 Year Return
–
AUM
$4.93B
AUM Growth
+$12.4M
(+0.25%)
Cap. Flow
+$38.3M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
13.32%
Holding
300
New
18
Increased
159
Reduced
34
Closed
12
Top Buys
| 1 |
Centene
CNC
|
$20.8M |
| 2 |
Bath & Body Works
BBWI
|
$14.3M |
| 3 |
Applied Materials
AMAT
|
$12.1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$11.8M |
| 5 |
MetLife
MET
|
$11.3M |
Top Sells
| 1 |
Hanesbrands
HBI
|
$22.8M |
| 2 |
MENT
Mentor Graphics Corp
MENT
|
$22.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$20.6M |
| 4 |
AIMC
Altra Industrial Motion Corp.
AIMC
|
$17.3M |
| 5 |
Tyson Foods
TSN
|
$15.1M |
Sector Composition
| 1 | Healthcare | 16.68% |
| 2 | Technology | 13.48% |
| 3 | Industrials | 11.95% |
| 4 | Consumer Discretionary | 11.29% |
| 5 | Financials | 9.55% |
