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
351
$585K 0.01%
3,557
-12,243
352
$573K 0.01%
+3,541
353
$564K 0.01%
+3,527
354
$547K 0.01%
+12,719
355
$547K 0.01%
18,357
-376
356
$543K 0.01%
+12,408
357
$534K 0.01%
+1,969
358
$519K 0.01%
+11,972
359
$513K 0.01%
17,610
-363
360
$508K 0.01%
+33,980
361
$506K 0.01%
7,500
-300
362
$506K 0.01%
+8,485
363
$500K 0.01%
6,641
-140
364
$483K 0.01%
+3,905
365
$480K 0.01%
+5,059
366
$475K 0.01%
2,799
+2,242
367
$474K 0.01%
+9,662
368
$470K 0.01%
+195
369
$460K 0.01%
+25,320
370
$455K 0.01%
+903
371
$448K 0.01%
+7,900
372
$443K 0.01%
+9,769
373
$439K 0.01%
+11,139
374
$437K 0.01%
+448
375
$437K 0.01%
+12,116
13 14
15
16 17