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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.6M 0.05%
385,000
+5,000
277
$2.54M 0.05%
134,000
-62,000
278
$2.52M 0.04%
166,800
279
$2.52M 0.04%
21,900
280
$2.51M 0.04%
14,300
-3,500
281
$2.44M 0.04%
82,000
282
$2.37M 0.04%
81,125
-17,459
283
$2.35M 0.04%
26,300
+100
284
$2.3M 0.04%
+42,200
285
$2.29M 0.04%
83,972
-15,011
286
$2.28M 0.04%
9,885
+1,318
287
$2.25M 0.04%
41,100
288
$2.17M 0.04%
23,850
289
$2.12M 0.04%
100,000
+53,800
290
$2.12M 0.04%
79,658
+51,750
291
$2.04M 0.04%
43,800
+200
292
$1.9M 0.03%
21,732
293
$1.9M 0.03%
107,000
+78,500
294
$1.8M 0.03%
75,627
-12,700
295
$1.8M 0.03%
34,000
296
$1.78M 0.03%
18,602
+6,722
297
$1.66M 0.03%
87,610
+2,600
298
$1.66M 0.03%
22,854
-350
299
$1.65M 0.03%
+30,500
300
$1.64M 0.03%
36,000
+500
10 11
12
13 14