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
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.2M
3
+$17.4M
4
STL
Sterling Bancorp
STL
+$14.1M
5
BGS icon
B&G Foods
BGS
+$13.3M

Top Sells

1
+$38.8M
2
+$34.4M
3
+$22M
4
APFH
AdvancePierre Foods Holdings
APFH
+$21.3M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$12.8M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.32M 0.06%
43,742
+10,175
277
$3.3M 0.06%
38,271
+11,296
278
$3.26M 0.05%
119,200
279
$3.26M 0.05%
54,804
+23,700
280
$3.2M 0.05%
46,047
+2,197
281
$3.09M 0.05%
119,300
+95,200
282
$3.08M 0.05%
88,072
+6,072
283
$3.03M 0.05%
86,000
284
$3M 0.05%
55,640
-640
285
$2.96M 0.05%
69,221
+12,017
286
$2.92M 0.05%
166,800
287
$2.89M 0.05%
49,500
288
$2.79M 0.05%
84,600
+200
289
$2.69M 0.05%
109,850
+200
290
$2.68M 0.05%
406,000
+18,000
291
$2.64M 0.04%
82,604
-2,071
292
$2.55M 0.04%
28,022
+4,172
293
$2.54M 0.04%
240,088
+15,632
294
$2.35M 0.04%
54,750
+2,125
295
$2.34M 0.04%
35,446
+23,270
296
$2.31M 0.04%
+82,600
297
$2.24M 0.04%
83,790
-22,243
298
$2.23M 0.04%
45,760
+1,760
299
$2.1M 0.04%
83,416
+3,758
300
$2.08M 0.04%
19,774
-1,529
10 11
12
13 14