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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.22M 0.06%
142,500
-38,500
252
$3.14M 0.06%
48,000
253
$3.12M 0.06%
53,500
254
$3.1M 0.06%
41,750
255
$3.09M 0.06%
84,000
+200
256
$3.06M 0.06%
38,000
257
$3.02M 0.06%
132,000
+900
258
$3M 0.06%
34,050
259
$2.95M 0.05%
54,680
+640
260
$2.94M 0.05%
21,598
+2,650
261
$2.9M 0.05%
380,000
+1,000
262
$2.84M 0.05%
88,630
263
$2.84M 0.05%
239,835
+4,880
264
$2.82M 0.05%
43,850
265
$2.78M 0.05%
46,896
+15,120
266
$2.77M 0.05%
119,200
-41,700
267
$2.76M 0.05%
17,800
268
$2.76M 0.05%
21,900
-5,900
269
$2.69M 0.05%
97,585
+12,695
270
$2.65M 0.05%
26,200
271
$2.59M 0.05%
166,800
-471,225
272
$2.59M 0.05%
+98,983
273
$2.58M 0.05%
31,558
-675
274
$2.51M 0.05%
82,000
-14,400
275
$2.48M 0.05%
49,500
9 10
11
12 13