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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$151K ﹤0.01%
7,635
352
$140K ﹤0.01%
+4,600
353
$119K ﹤0.01%
3,017
354
$118K ﹤0.01%
2,680
355
$114K ﹤0.01%
3,233
356
$105K ﹤0.01%
5,776
357
$99K ﹤0.01%
3,585
358
$99K ﹤0.01%
3,510
359
$97K ﹤0.01%
6,100
360
$92K ﹤0.01%
+2,150
361
$91K ﹤0.01%
3,200
-6,800
362
$73K ﹤0.01%
1,740
363
$64K ﹤0.01%
1,370
364
$54K ﹤0.01%
737
365
$52K ﹤0.01%
1,780
366
$51K ﹤0.01%
1,582
-100
367
$48K ﹤0.01%
1,972
368
$46K ﹤0.01%
1,422
369
$46K ﹤0.01%
2,810
370
$42K ﹤0.01%
3,040
371
$39K ﹤0.01%
942
372
$10K ﹤0.01%
264
-13,065
373
$6K ﹤0.01%
484
374
– –
-142,500
375
– –
-130,250
12 13 14
15
16