FIM
Foresters Investment Management Portfolio holdings
AUM
$5.05B
1-Year Return
5.09%
This Quarter Return
-0.55%
1 Year Return
+5.09%
3 Year Return
+40.76%
5 Year Return
+64.43%
10 Year Return
–
AUM
$4.73B
AUM Growth
-$135M
(-2.8%)
Cap. Flow
-$45.4M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
13.24%
Holding
292
New
15
Increased
77
Reduced
78
Closed
16
Top Buys
| 1 |
Magna International
MGA
|
$20.3M |
| 2 |
The Greenbrier Companies
GBX
|
$18.6M |
| 3 |
DYN
Dynegy, Inc.
DYN
|
$14.8M |
| 4 |
AbbVie
ABBV
|
$14.4M |
| 5 |
Trinseo
TSE
|
$13.9M |
Top Sells
| 1 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
$21.2M |
| 2 |
Pentair
PNR
|
$16.9M |
| 3 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$15.2M |
| 4 |
Best Buy
BBY
|
$12.5M |
| 5 |
PIR
Pier 1 Imports, Inc.
PIR
|
$11.3M |
Sector Composition
| 1 | Technology | 17.67% |
| 2 | Healthcare | 16.23% |
| 3 | Industrials | 13.39% |
| 4 | Consumer Discretionary | 10.46% |
| 5 | Financials | 9.36% |
