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
$5.18B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1 +$60M
2 +$37.4M
3 +$20.8M
4
SHPG
Shire pic
SHPG
+$20.1M
5
SIMO icon
Silicon Motion
SIMO
+$16.2M

Top Sells

1 +$80.5M
2 +$32.2M
3 +$27.2M
4
SNDK
SANDISK CORP
SNDK
+$21.6M
5
SYNA icon
Synaptics
SYNA
+$17.7M

Sector Composition

1 Healthcare 16.83%
2 Technology 12.85%
3 Consumer Discretionary 10.45%
4 Industrials 10.18%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$2.27M 0.04%
+9,969
277
$2.24M 0.04%
42,000
+2,000
278
$2.22M 0.04%
+31,776
279
$2.12M 0.04%
153,000
+132,800
280
$2.1M 0.04%
147,500
+4,000
281
$2.04M 0.04%
+26,300
282
$1.95M 0.04%
224,000
+21,000
283
$1.92M 0.04%
21,732
284
$1.92M 0.04%
+66,330
285
$1.89M 0.04%
74,100
286
$1.86M 0.04%
41,100
287
$1.78M 0.03%
71,260
+50,300
288
$1.78M 0.03%
+191,600
289
$1.59M 0.03%
99,600
290
$1.59M 0.03%
+89,000
291
$1.58M 0.03%
+39,520
292
$1.5M 0.03%
+56,200
293
$1.48M 0.03%
+90,990
294
$1.43M 0.03%
+19,284
295
$1.36M 0.03%
34,000
+1,800
296
$1.28M 0.02%
+12,322
297
$1.23M 0.02%
+46,998
298
$1.2M 0.02%
90,500
+3,000
299
$971K 0.02%
+31,365
300
$959K 0.02%
+12,587