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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.68M 0.09%
78,800
+200
227
$4.6M 0.09%
91,800
+12,600
228
$4.57M 0.08%
68,190
229
$4.5M 0.08%
25,299
-235
230
$4.47M 0.08%
113,100
231
$4.45M 0.08%
196,000
+107,000
232
$4.3M 0.08%
65,500
+11,900
233
$4.23M 0.08%
+150,200
234
$4.18M 0.08%
91,978
235
$4.14M 0.08%
53,500
+500
236
$3.9M 0.07%
135,500
+14,700
237
$3.86M 0.07%
217,100
+64,100
238
$3.8M 0.07%
33,200
239
$3.78M 0.07%
338,522
-39,168
240
$3.71M 0.07%
105,000
-32,000
241
$3.64M 0.07%
137,500
+500
242
$3.61M 0.07%
56,057
+2,720
243
$3.58M 0.07%
44,700
+450
244
$3.57M 0.07%
45,010
+10,625
245
$3.55M 0.07%
+121,500
246
$3.54M 0.07%
68,300
+250
247
$3.54M 0.07%
224,500
+500
248
$3.52M 0.07%
113,200
-35,800
249
$3.42M 0.06%
373,500
+2,500
250
$3.41M 0.06%
98,584
-16,563
8 9
10
11 12