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
301
$2.06M 0.03%
+30,720
302
$1.99M 0.03%
22,906
+17,383
303
$1.95M 0.03%
26,400
304
$1.9M 0.03%
43,968
-892
305
$1.86M 0.03%
105,000
+4,500
306
$1.86M 0.03%
21,732
307
$1.8M 0.03%
23,281
+16,940
308
$1.71M 0.03%
93,806
+6,196
309
$1.64M 0.03%
62,000
+2,500
310
$1.6M 0.03%
21,871
+16,077
311
$1.56M 0.03%
6,052
-3,833
312
$1.55M 0.03%
26,510
+7,180
313
$1.49M 0.03%
177,255
+111,265
314
$1.38M 0.02%
17,629
+12,449
315
$1.32M 0.02%
+23,671
316
$1.24M 0.02%
7,639
+5,107
317
$1.16M 0.02%
9,594
-198
318
$1.16M 0.02%
7,655
+6,745
319
$1.11M 0.02%
4,607
+2,434
320
$1.09M 0.02%
45,253
-950
321
$1.03M 0.02%
64,099
-1,323
322
$984K 0.02%
7,580
+6,300
323
$974K 0.02%
10,381
+8,389
324
$964K 0.02%
6,034
+4,043
325
$964K 0.02%
10,992
-226
11 12
13
14 15