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
$5.69B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$16.6M
3
+$16M
4
TPR icon
Tapestry
TPR
+$14M
5
APFH
AdvancePierre Foods Holdings
APFH
+$13.9M

Top Sells

1
+$34.4M
2
+$32M
3
+$30M
4
MCK icon
McKesson
MCK
+$22.7M
5
HPE icon
Hewlett Packard
HPE
+$19.3M

Sector Composition

1 Technology 14.08%
2 Healthcare 12.77%
3 Financials 12.47%
4 Consumer Discretionary 11.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.63M 0.05%
82,000
277
$2.63M 0.05%
109,650
-23,500
278
$2.61M 0.05%
+199,900
279
$2.58M 0.05%
+26,975
280
$2.54M 0.04%
224,456
-49,368
281
$2.53M 0.04%
+104,500
282
$2.41M 0.04%
388,000
+3,000
283
$2.34M 0.04%
15,800
-153,290
284
$2.33M 0.04%
23,850
285
$2.29M 0.04%
9,885
286
$2.17M 0.04%
21,303
+2,701
287
$2.15M 0.04%
26,400
+100
288
$2.15M 0.04%
44,000
+200
289
$2.06M 0.04%
79,658
290
$2.05M 0.04%
31,104
+8,250
291
$1.97M 0.03%
21,732
292
$1.97M 0.03%
47,600
-267,975
293
$1.92M 0.03%
100,500
+500
294
$1.82M 0.03%
43,000
+38,600
295
$1.76M 0.03%
36,000
296
$1.73M 0.03%
44,860
297
$1.68M 0.03%
86,000
-21,000
298
$1.64M 0.03%
87,610
299
$1.57M 0.03%
24,443
+10,500
300
$1.5M 0.03%
41,000
-61,000
10 11
12
13 14