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
301
$1.44M 0.03%
59,500
+500
302
$1.2M 0.02%
46,203
+12,200
303
$1.08M 0.02%
9,792
304
$1.06M 0.02%
65,422
305
$1M 0.02%
19,330
306
$951K 0.02%
46,976
307
$922K 0.02%
57,106
308
$901K 0.02%
11,218
309
$899K 0.02%
62,328
+6,900
310
$889K 0.02%
150,391
311
$867K 0.02%
32,994
312
$845K 0.01%
48,670
313
$834K 0.01%
38,300
314
$806K 0.01%
23,200
315
$777K 0.01%
9,662
+4,000
316
$729K 0.01%
+12,176
317
$724K 0.01%
+1,001
318
$707K 0.01%
20,000
+400
319
$695K 0.01%
22,250
320
$682K 0.01%
6,604
321
$670K 0.01%
21,327
-54,300
322
$665K 0.01%
14,925
323
$638K 0.01%
19,285
324
$630K 0.01%
65,990
-23,600
325
$567K 0.01%
17,973
11 12
13
14 15