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
301
$1.59M 0.03%
44,860
+5,080
302
$1.55M 0.03%
63,573
+7,480
303
$1.46M 0.03%
59,000
304
$1.42M 0.03%
177,835
305
$1.09M 0.02%
57,106
+36,170
306
$1.07M 0.02%
9,792
-25
307
$1.04M 0.02%
89,590
+1,930
308
$1.03M 0.02%
65,422
+8,380
309
$1M 0.02%
19,330
310
$952K 0.02%
52,000
-47,600
311
$950K 0.02%
13,943
+5,600
312
$896K 0.02%
150,391
+54,574
313
$895K 0.02%
34,003
+10,310
314
$858K 0.02%
23,200
-11,800
315
$857K 0.02%
32,994
316
$852K 0.02%
46,976
+26,154
317
$843K 0.02%
11,218
-20
318
$836K 0.01%
55,428
+30,220
319
$818K 0.01%
48,670
+8,770
320
$794K 0.01%
14,925
321
$771K 0.01%
+38,300
322
$675K 0.01%
6,604
323
$664K 0.01%
22,250
324
$620K 0.01%
6,781
325
$601K 0.01%
19,285
11 12
13
14 15