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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.53M 0.06%
137,500
+2,000
252
$3.51M 0.06%
46,500
-7,000
253
$3.5M 0.06%
34,050
254
$3.5M 0.06%
71,900
+3,600
255
$3.48M 0.06%
133,150
+1,150
256
$3.47M 0.06%
44,700
257
$3.45M 0.06%
62,549
+15,653
258
$3.44M 0.06%
+102,000
259
$3.23M 0.06%
84,200
+200
260
$3.23M 0.06%
52,984
-14,400
261
$3.2M 0.06%
41,750
262
$2.96M 0.05%
119,200
263
$2.96M 0.05%
23,828
+2,230
264
$2.94M 0.05%
273,824
+33,989
265
$2.94M 0.05%
+119,500
266
$2.92M 0.05%
217,500
+400
267
$2.89M 0.05%
34,705
+3,147
268
$2.87M 0.05%
89,800
-31,700
269
$2.86M 0.05%
+89,100
270
$2.77M 0.05%
43,850
271
$2.75M 0.05%
+42,100
272
$2.65M 0.05%
86,000
+11,900
273
$2.65M 0.05%
55,320
+640
274
$2.64M 0.05%
+278,000
275
$2.61M 0.05%
49,500
9 10
11
12 13