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
$5.99B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$14.8M
3 +$11.5M
4
FNF icon
Fidelity National Financial
FNF
+$11.1M
5
CAG icon
Conagra Brands
CAG
+$11M

Top Sells

1 +$27.2M
2 +$25.5M
3 +$25.1M
4
NUS icon
Nu Skin
NUS
+$24.4M
5
NTAP icon
NetApp
NTAP
+$24.1M

Sector Composition

1 Financials 15.9%
2 Technology 13.78%
3 Industrials 12.7%
4 Healthcare 12.54%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$198K ﹤0.01%
1,810
352
$196K ﹤0.01%
4,500
353
$189K ﹤0.01%
11,305
354
$182K ﹤0.01%
15,753
355
$163K ﹤0.01%
4,683
356
$154K ﹤0.01%
8,747
-4,700
357
$153K ﹤0.01%
7,830
358
$142K ﹤0.01%
2,191
-253,296
359
$142K ﹤0.01%
3,735
360
$126K ﹤0.01%
7,476
361
$120K ﹤0.01%
3,184
362
$117K ﹤0.01%
2,942
363
$114K ﹤0.01%
7,486
364
$112K ﹤0.01%
10,800
365
$103K ﹤0.01%
3,514
366
$95K ﹤0.01%
5,993
367
$91K ﹤0.01%
3,443
368
$76K ﹤0.01%
1,341
369
$60K ﹤0.01%
723
370
$60K ﹤0.01%
+558
371
$59K ﹤0.01%
1,703
372
$51K ﹤0.01%
1,549
373
$48K ﹤0.01%
1,740
374
$34K ﹤0.01%
1,385
375
$34K ﹤0.01%
2,749