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
351
$67K ﹤0.01%
1,370
352
$63K ﹤0.01%
1,682
353
$61K ﹤0.01%
1,780
354
$58K ﹤0.01%
1,972
355
$54K ﹤0.01%
737
-1,100
356
$53K ﹤0.01%
2,810
357
$52K ﹤0.01%
1,422
358
$45K ﹤0.01%
942
359
$42K ﹤0.01%
3,040
360
$6K ﹤0.01%
484
361
– –
-110,000
362
– –
-251,600
363
– –
-104,750
364
– –
-1,236
365
– –
-107,388
366
– –
-71,260
367
– –
-77,200
368
– –
-56,200
369
– –
-147,500
370
– –
-48,088
371
– –
-3,500
372
– –
-1,668,100
373
– –
-94,550
374
– –
-963,060
375
– –
-198,817
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15
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