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
$5.86B
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$46.1M
3
+$33.3M
4
EOG icon
EOG Resources
EOG
+$31.7M
5
WH icon
Wyndham Hotels & Resorts
WH
+$29.1M

Top Sells

1
+$28.5M
2
+$26.3M
3
+$25.8M
4
TUP
Tupperware Brands Corporation
TUP
+$25.8M
5
ABBV icon
AbbVie
ABBV
+$25.2M

Sector Composition

1 Financials 19.4%
2 Industrials 12.98%
3 Healthcare 12.52%
4 Technology 12.34%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$79K ﹤0.01%
2,019
-58,531
327
$78K ﹤0.01%
801
-14,371
328
$74K ﹤0.01%
809
-15,557
329
$74K ﹤0.01%
311
-5,741
330
$69K ﹤0.01%
543
-9,051
331
$65K ﹤0.01%
992
-17,840
332
$59K ﹤0.01%
558
333
$53K ﹤0.01%
1,816
-30,516
334
$53K ﹤0.01%
9,461
-167,794
335
$51K ﹤0.01%
2,837
-43,179
336
$49K ﹤0.01%
2,540
-45,109
337
$49K ﹤0.01%
2,148
-35,370
338
$47K ﹤0.01%
8,348
-139,003
339
$45K ﹤0.01%
3,522
-57,523
340
$41K ﹤0.01%
1,716
-29,565
341
$40K ﹤0.01%
1,272
-20,515
342
$40K ﹤0.01%
245
-4,324
343
$38K ﹤0.01%
1,393
-26,522
344
$36K ﹤0.01%
3,131
-52,834
345
$35K ﹤0.01%
951
-16,729
346
$35K ﹤0.01%
365
-6,107
347
$31K ﹤0.01%
1,070
-17,825
348
$28K ﹤0.01%
383
-6,258
349
$25K ﹤0.01%
1,141
-19,176
350
$24K ﹤0.01%
552
-10,392
12 13
14
15 16