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
$5.69B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$16.6M
3
+$16M
4
TPR icon
Tapestry
TPR
+$14M
5
APFH
AdvancePierre Foods Holdings
APFH
+$13.9M

Top Sells

1
+$34.4M
2
+$32M
3
+$30M
4
MCK icon
McKesson
MCK
+$22.7M
5
HPE icon
Hewlett Packard
HPE
+$19.3M

Sector Composition

1 Technology 14.08%
2 Healthcare 12.77%
3 Financials 12.47%
4 Consumer Discretionary 11.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.76M 0.07%
45,900
+1,200
252
$3.75M 0.07%
47,000
+500
253
$3.71M 0.07%
214,000
+2,000
254
$3.56M 0.06%
54,714
+1,730
255
$3.49M 0.06%
34,050
256
$3.46M 0.06%
124,200
-54,840
257
$3.38M 0.06%
84,400
+200
258
$3.36M 0.06%
246,000
+1,500
259
$3.29M 0.06%
119,200
260
$3.26M 0.06%
24,638
+810
261
$3.24M 0.06%
41,750
262
$2.98M 0.05%
166,800
263
$2.97M 0.05%
56,280
+960
264
$2.94M 0.05%
43,850
265
$2.93M 0.05%
120,500
+1,000
266
$2.9M 0.05%
49,500
267
$2.85M 0.05%
106,033
+42,460
268
$2.81M 0.05%
57,204
+16,104
269
$2.77M 0.05%
221,200
+3,700
270
$2.72M 0.05%
33,567
-1,138
271
$2.72M 0.05%
177,835
272
$2.72M 0.05%
110,552
+26,580
273
$2.65M 0.05%
84,675
+3,550
274
$2.64M 0.05%
52,625
+500
275
$2.63M 0.05%
86,000
9 10
11
12 13