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
$5.86B
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$46.1M
3
+$33.3M
4
EOG icon
EOG Resources
EOG
+$31.7M
5
WH icon
Wyndham Hotels & Resorts
WH
+$29.1M

Top Sells

1
+$28.5M
2
+$26.3M
3
+$25.8M
4
TUP
Tupperware Brands Corporation
TUP
+$25.8M
5
ABBV icon
AbbVie
ABBV
+$25.2M

Sector Composition

1 Financials 19.4%
2 Industrials 12.98%
3 Healthcare 12.52%
4 Technology 12.34%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
315
-5,202
352
$19K ﹤0.01%
512
-8,351
353
$18K ﹤0.01%
164
-2,812
354
$17K ﹤0.01%
992
-16,971
355
$13K ﹤0.01%
832
-14,867
356
$13K ﹤0.01%
640
-10,665
357
$12K ﹤0.01%
110
-1,700
358
$12K ﹤0.01%
953
-14,800
359
$11K ﹤0.01%
567
-8,180
360
$9K ﹤0.01%
207
-3,528
361
$9K ﹤0.01%
205
-2,737
362
$7K ﹤0.01%
436
-7,040
363
$7K ﹤0.01%
396
-7,090
364
$6K ﹤0.01%
266
-7,564
365
$6K ﹤0.01%
194
-3,320
366
$6K ﹤0.01%
147
-4,536
367
$5K ﹤0.01%
293
-5,700
368
$5K ﹤0.01%
183
-3,260
369
$5K ﹤0.01%
136
-3,048
370
$5K ﹤0.01%
81
-1,260
371
$4K ﹤0.01%
39
-684
372
$4K ﹤0.01%
103
-1,600
373
$3K ﹤0.01%
103
-1,282
374
$3K ﹤0.01%
90
-1,459
375
$3K ﹤0.01%
110
-1,630
13 14
15
16 17