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
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.2M
3
+$17.4M
4
STL
Sterling Bancorp
STL
+$14.1M
5
BGS icon
B&G Foods
BGS
+$13.3M

Top Sells

1
+$38.8M
2
+$34.4M
3
+$22M
4
APFH
AdvancePierre Foods Holdings
APFH
+$21.3M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$12.8M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.2M 0.07%
64,295
252
$4.2M 0.07%
225,500
+11,500
253
$4.14M 0.07%
53,022
+1,172
254
$4.08M 0.07%
144,500
+6,000
255
$4.01M 0.07%
47,957
+2,057
256
$4M 0.07%
20,200
257
$3.95M 0.07%
88,630
258
$3.92M 0.07%
+163,300
259
$3.92M 0.07%
402,000
+17,500
260
$3.91M 0.07%
82,500
+39,500
261
$3.89M 0.07%
+421,500
262
$3.87M 0.07%
+20,868
263
$3.86M 0.06%
66,407
+41,964
264
$3.84M 0.06%
257,500
+11,500
265
$3.8M 0.06%
50,752
-5,193
266
$3.78M 0.06%
36,889
+2,839
267
$3.75M 0.06%
44,400
-5,900
268
$3.72M 0.06%
30,246
+5,608
269
$3.71M 0.06%
53,437
-1,277
270
$3.68M 0.06%
99,300
+58,300
271
$3.64M 0.06%
138,250
+27,698
272
$3.63M 0.06%
287,500
+66,300
273
$3.47M 0.06%
124,500
+300
274
$3.42M 0.06%
+163,500
275
$3.38M 0.06%
44,066
+2,316
9 10
11
12 13