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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.93M 0.09%
213,400
-138,600
227
$4.85M 0.09%
62,500
228
$4.68M 0.08%
79,000
+200
229
$4.67M 0.08%
189,600
+600
230
$4.65M 0.08%
208,355
+1,100
231
$4.62M 0.08%
50,000
+2,000
232
$4.61M 0.08%
54,200
+100
233
$4.48M 0.08%
380,488
+41,966
234
$4.39M 0.08%
244,500
+20,000
235
$4.28M 0.08%
124,900
-29,800
236
$4.22M 0.08%
113,100
237
$4.16M 0.07%
54,850
-17,700
238
$4.13M 0.07%
23,699
-1,600
239
$4.12M 0.07%
381,500
+8,000
240
$4.05M 0.07%
33,200
241
$3.99M 0.07%
63,357
+7,300
242
$3.85M 0.07%
52,125
+875
243
$3.84M 0.07%
212,000
-46,500
244
$3.82M 0.07%
88,630
245
$3.77M 0.07%
50,450
+5,440
246
$3.76M 0.07%
248,000
+23,500
247
$3.7M 0.07%
113,200
248
$3.66M 0.07%
149,055
+51,470
249
$3.66M 0.07%
55,835
+43,493
250
$3.63M 0.06%
+64,295
8 9
10
11 12