FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.4B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.8M
3
+$19.6M
4
DXC icon
DXC Technology
DXC
+$17.5M
5
AET
Aetna Inc
AET
+$15M

Top Sells

1
+$23.5M
2
+$21.4M
3
+$20.4M
4
AMN icon
AMN Healthcare
AMN
+$19M
5
OXM icon
Oxford Industries
OXM
+$18.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.72%
3 Industrials 12.75%
4 Healthcare 12.12%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.66M 0.04%
13,329
+6,256
302
$2.62M 0.04%
291,000
303
$2.62M 0.04%
+57,000
304
$2.6M 0.04%
28,014
+5,525
305
$2.56M 0.04%
+127,200
306
$2.55M 0.04%
39,477
+4,100
307
$2.51M 0.04%
56,600
+400
308
$2.43M 0.04%
74,550
-74,000
309
$2.4M 0.04%
15,353
+10,768
310
$2.34M 0.04%
46,000
-1,760
311
$2.04M 0.03%
20,284
+510
312
$1.92M 0.03%
102,295
+8,200
313
$1.9M 0.03%
95,815
+1,209
314
$1.85M 0.03%
67,038
+10,100
315
$1.83M 0.03%
+38,000
316
$1.76M 0.03%
27,222
+5,370
317
$1.7M 0.03%
24,036
-13,635
318
$1.69M 0.03%
21,732
-2,483
319
$1.66M 0.03%
33,674
-386,606
320
$1.65M 0.03%
33,970
+6,610
321
$1.62M 0.03%
+49,685
322
$1.61M 0.03%
5,062
+2,862
323
$1.51M 0.02%
53,000
-71,500
324
$1.47M 0.02%
78,200
-37,500
325
$1.46M 0.02%
6,052
11 12
13
14 15