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
351
$315K 0.01%
7,000
+300
352
$311K 0.01%
11,538
353
$293K 0.01%
13,727
354
$280K ﹤0.01%
+15,000
355
$261K ﹤0.01%
+4,024
356
$256K ﹤0.01%
+2,962
357
$237K ﹤0.01%
+7,212
358
$219K ﹤0.01%
+2,232
359
$208K ﹤0.01%
4,000
+900
360
$204K ﹤0.01%
+1,720
361
$196K ﹤0.01%
16,100
-2,300
362
$182K ﹤0.01%
3,810
363
$177K ﹤0.01%
+1,992
364
$168K ﹤0.01%
1,577
365
$164K ﹤0.01%
7,630
366
$159K ﹤0.01%
+1,280
367
$158K ﹤0.01%
7,635
368
$149K ﹤0.01%
4,900
+300
369
$140K ﹤0.01%
+10,159
370
$134K ﹤0.01%
+5,000
371
$133K ﹤0.01%
2,680
372
$129K ﹤0.01%
+910
373
$128K ﹤0.01%
+2,791
374
$127K ﹤0.01%
557
375
$116K ﹤0.01%
3,017
13 14
15
16 17