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
326
$542K 0.01%
18,733
327
$541K 0.01%
+24,100
328
$530K 0.01%
6,781
329
$524K 0.01%
+22,230
330
$521K 0.01%
+6,341
331
$518K 0.01%
7,800
+200
332
$498K 0.01%
10,974
+4,605
333
$483K 0.01%
3,970
334
$476K 0.01%
+5,523
335
$456K 0.01%
+11,000
336
$456K 0.01%
4,705
337
$448K 0.01%
+2,173
338
$430K 0.01%
+5,180
339
$405K 0.01%
18,324
340
$397K 0.01%
+5,794
341
$397K 0.01%
11,885
+6,700
342
$394K 0.01%
+2,532
343
$391K 0.01%
20,732
344
$376K 0.01%
7,908
345
$374K 0.01%
5,632
346
$365K 0.01%
11,060
347
$365K 0.01%
+8,936
348
$360K 0.01%
15,072
+13,100
349
$328K 0.01%
9,049
350
$319K 0.01%
+1,991
12 13
14
15 16