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
$4.86B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$18.2M
4
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$16.5M
5
GBX icon
The Greenbrier Companies
GBX
+$15.2M

Top Sells

1
+$23.9M
2
+$19.5M
3
+$17.6M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$17.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$13.4M

Sector Composition

1 Technology 17.09%
2 Healthcare 14.37%
3 Industrials 13.62%
4 Consumer Discretionary 10.68%
5 Energy 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.59M 0.05%
24,302
252
$2.38M 0.05%
225,000
253
$2.31M 0.05%
30,000
254
$2.1M 0.04%
98,957
255
$2.08M 0.04%
17,800
256
$2.04M 0.04%
+140,500
257
$2.03M 0.04%
98,800
258
$1.8M 0.04%
41,700
-99,300
259
$1.71M 0.04%
24,602
260
$1.6M 0.03%
40,000
261
$1.47M 0.03%
25,000
262
$1.43M 0.03%
40,000
263
$1.18M 0.02%
24,500
-10,000
264
$1.17M 0.02%
14,587
265
$1.06M 0.02%
+51,100
266
$974K 0.02%
130,500
267
$549K 0.01%
1,500
268
$275K 0.01%
660
269
$241K 0.01%
+9,954
270
$170K ﹤0.01%
+9,900
271
$145K ﹤0.01%
5,000
272
$109K ﹤0.01%
+3,000
273
$97K ﹤0.01%
8,817
274
$26K ﹤0.01%
1,069
275
$24K ﹤0.01%
+1,000
8 9 10
11
12