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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.45M 0.05%
224,500
+500
277
$2.32M 0.04%
74,100
278
$2.18M 0.04%
23,850
279
$2.18M 0.04%
43,600
+1,600
280
$2.13M 0.04%
+35,500
281
$1.95M 0.04%
21,732
282
$1.91M 0.04%
8,567
-1,402
283
$1.84M 0.03%
41,100
284
$1.73M 0.03%
23,204
+3,920
285
$1.6M 0.03%
56,093
+9,095
286
$1.57M 0.03%
99,600
287
$1.55M 0.03%
34,000
288
$1.53M 0.03%
39,780
+260
289
$1.33M 0.02%
177,835
-62,600
290
$1.32M 0.02%
85,010
-5,980
291
$1.23M 0.02%
88,327
+12,790
292
$1.12M 0.02%
+11,880
293
$1.07M 0.02%
9,817
-2,505
294
$1.06M 0.02%
87,660
-103,940
295
$1.04M 0.02%
14,925
296
$1.03M 0.02%
19,330
-90
297
$1.02M 0.02%
59,000
-31,500
298
$935K 0.02%
57,042
+7,510
299
$923K 0.02%
12,342
-245
300
$902K 0.02%
32,994
10 11
12
13 14