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
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.2M
3
+$17.4M
4
STL
Sterling Bancorp
STL
+$14.1M
5
BGS icon
B&G Foods
BGS
+$13.3M

Top Sells

1
+$38.8M
2
+$34.4M
3
+$22M
4
APFH
AdvancePierre Foods Holdings
APFH
+$21.3M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$12.8M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.35M 0.09%
+80,570
227
$5.3M 0.09%
41,066
+1,366
228
$5.14M 0.09%
79,300
+200
229
$5.13M 0.09%
105,200
+2,900
230
$5.13M 0.09%
131,000
+17,900
231
$5.06M 0.09%
261,000
+11,000
232
$5.01M 0.08%
104,700
+100
233
$4.97M 0.08%
128,623
+3,723
234
$4.92M 0.08%
92,400
+100
235
$4.91M 0.08%
+52,500
236
$4.84M 0.08%
220,301
+205,301
237
$4.79M 0.08%
49,000
+2,000
238
$4.75M 0.08%
110,300
+300
239
$4.71M 0.08%
173,000
+52,500
240
$4.58M 0.08%
56,790
-11,800
241
$4.58M 0.08%
56,200
-14,400
242
$4.58M 0.08%
182,000
+77,500
243
$4.51M 0.08%
338,000
+138,100
244
$4.5M 0.08%
+50,300
245
$4.41M 0.07%
22,933
-806
246
$4.38M 0.07%
54,850
247
$4.36M 0.07%
34,455
+1,255
248
$4.35M 0.07%
66,045
-1,637
249
$4.31M 0.07%
92,000
+4,000
250
$4.23M 0.07%
85,620
+13,771
8 9
10
11 12