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
326
$941K 0.02%
46,016
-960
327
$907K 0.02%
37,518
-782
328
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32,332
-662
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24,600
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47,681
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331
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147,351
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332
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54,000
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333
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18,320
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334
$809K 0.01%
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-196
335
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12,177
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336
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8,187
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337
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338
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61,045
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339
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+7,478
340
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341
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343
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344
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345
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346
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347
$669K 0.01%
14,925
348
$663K 0.01%
6,472
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349
$662K 0.01%
18,895
-390
350
$654K 0.01%
55,965
-1,141
12 13
14
15 16