FIM
Foresters Investment Management Portfolio holdings
AUM
$5.05B
This Quarter Return
+6.2%
1 Year Return
+5.09%
3 Year Return
+40.76%
5 Year Return
+64.43%
10 Year Return
–
AUM
$4.86B
AUM Growth
+$245M
(+5.3%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
12.47%
Holding
293
New
19
Increased
121
Reduced
82
Closed
16
Top Buys
| 1 |
Lear
LEA
|
$20.5M |
| 2 |
Viatris
VTRS
|
$19.7M |
| 3 |
NXP Semiconductors
NXPI
|
$18.2M |
| 4 |
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
|
$16.5M |
| 5 |
The Greenbrier Companies
GBX
|
$15.2M |
Top Sells
| 1 |
RKT
ROCK-TENN COMPANY CL-A
RKT
|
$23.9M |
| 2 |
NSR
Neustar Inc
NSR
|
$19.5M |
| 3 |
FMER
FIRSTMERIT CORP
FMER
|
$17.6M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$17.2M |
| 5 |
Take-Two Interactive
TTWO
|
$13.4M |
Sector Composition
| 1 | Technology | 17.09% |
| 2 | Healthcare | 14.37% |
| 3 | Industrials | 13.62% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Energy | 9.81% |
