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
326
$402K 0.01%
7,908
-104
327
$326K 0.01%
9,049
328
$314K 0.01%
11,538
-120
329
$299K 0.01%
13,727
-190
330
$296K 0.01%
+10,000
331
$235K ﹤0.01%
6,630
+2,400
332
$234K ﹤0.01%
18,400
333
$228K ﹤0.01%
5,700
+900
334
$212K ﹤0.01%
7,630
335
$202K ﹤0.01%
5,185
336
$160K ﹤0.01%
7,635
-485
337
$153K ﹤0.01%
1,577
338
$137K ﹤0.01%
2,800
+400
339
$132K ﹤0.01%
2,210
340
$123K ﹤0.01%
357
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341
$122K ﹤0.01%
3,017
342
$114K ﹤0.01%
3,510
343
$113K ﹤0.01%
5,776
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344
$111K ﹤0.01%
2,680
345
$103K ﹤0.01%
+5,100
346
$101K ﹤0.01%
3,585
347
$95K ﹤0.01%
6,100
348
$95K ﹤0.01%
3,233
+79
349
$93K ﹤0.01%
1,780
350
$90K ﹤0.01%
1,740
12 13
14
15 16