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
$5.3B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$26.7M
3
+$23M
4
HBI
Hanesbrands
HBI
+$21.7M
5
VWR
VWR Corporation
VWR
+$14.4M

Top Sells

1
+$31.9M
2
+$23.1M
3
+$21.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
PCAR icon
PACCAR
PCAR
+$16.1M

Sector Composition

1 Healthcare 16.7%
2 Technology 16.29%
3 Industrials 12.73%
4 Consumer Discretionary 11.59%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.26M 0.06%
+73,700
252
$3.22M 0.06%
47,700
+7,700
253
$3.21M 0.06%
33,200
+5,400
254
$3.18M 0.06%
47,550
+7,550
255
$3.13M 0.06%
+98,000
256
$3.07M 0.06%
465,870
+7,911
257
$3.06M 0.06%
160,800
+25,800
258
$3.02M 0.06%
196,500
+19,500
259
$3M 0.06%
21,200
+3,400
260
$2.97M 0.06%
41,600
+6,600
261
$2.96M 0.06%
293
-8
262
$2.95M 0.06%
27,800
+4,500
263
$2.89M 0.05%
+107,400
264
$2.89M 0.05%
+204,227
265
$2.86M 0.05%
33,632
-9,434
266
$2.75M 0.05%
138,900
+19,500
267
$2.71M 0.05%
150,400
+19,200
268
$2.6M 0.05%
49,960
+8,040
269
$2.54M 0.05%
59,000
+9,400
270
$2.44M 0.05%
65,100
+10,500
271
$2.44M 0.05%
+300,000
272
$2.4M 0.05%
12,000
-2,975
273
$2.36M 0.04%
+77,300
274
$2.26M 0.04%
95,200
+15,200
275
$2.2M 0.04%
143,130
9 10
11
12 13