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
$5.69B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$16.6M
3
+$16M
4
TPR icon
Tapestry
TPR
+$14M
5
APFH
AdvancePierre Foods Holdings
APFH
+$13.9M

Top Sells

1
+$34.4M
2
+$32M
3
+$30M
4
MCK icon
McKesson
MCK
+$22.7M
5
HPE icon
Hewlett Packard
HPE
+$19.3M

Sector Composition

1 Technology 14.08%
2 Healthcare 12.77%
3 Financials 12.47%
4 Consumer Discretionary 11.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.94M 0.09%
79,100
+100
227
$4.87M 0.09%
104,600
+32,700
228
$4.87M 0.09%
92,300
+100
229
$4.76M 0.08%
205,255
+56,200
230
$4.74M 0.08%
179,400
+600
231
$4.67M 0.08%
64,295
232
$4.67M 0.08%
124,900
233
$4.59M 0.08%
50,300
-6,000
234
$4.56M 0.08%
191,900
-21,500
235
$4.54M 0.08%
82,500
+52,000
236
$4.45M 0.08%
250,000
+2,000
237
$4.38M 0.08%
113,100
238
$4.36M 0.08%
23,739
+40
239
$4.36M 0.08%
88,000
+500
240
$4.3M 0.08%
54,850
241
$4.26M 0.07%
138,500
+1,000
242
$4.21M 0.07%
67,682
+4,325
243
$4M 0.07%
33,200
244
$3.96M 0.07%
55,945
+110
245
$3.93M 0.07%
71,849
+9,300
246
$3.92M 0.07%
384,500
+3,000
247
$3.86M 0.07%
51,850
+1,400
248
$3.8M 0.07%
88,630
249
$3.78M 0.07%
20,200
+5,900
250
$3.77M 0.07%
+157,000
8 9
10
11 12