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
301
$882K 0.02%
11,238
+5,750
302
$877K 0.02%
27,908
-38,422
303
$875K 0.02%
35,000
-1,741,150
304
$783K 0.01%
+46,200
305
$756K 0.01%
6,781
+18
306
$691K 0.01%
6,604
+4,256
307
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8,343
-100
308
$672K 0.01%
22,250
-2,890
309
$646K 0.01%
23,693
+16,350
310
$616K 0.01%
+39,900
311
$594K 0.01%
24,884
-335
312
$586K 0.01%
95,817
313
$547K 0.01%
19,285
314
$538K 0.01%
18,093
315
$531K 0.01%
8,033
-2,110
316
$506K 0.01%
13,329
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317
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5,662
-50
318
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-250
319
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+28,500
320
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20,936
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321
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15,824
322
$436K 0.01%
5,632
323
$435K 0.01%
7,100
+1,600
324
$431K 0.01%
4,705
+1,560
325
$423K 0.01%
25,208
-500
11 12
13
14 15