FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.06%
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
+$35.9M
2
+$19.7M
3
+$16.8M
4
SABR icon
Sabre
SABR
+$14.8M
5
OXM icon
Oxford Industries
OXM
+$14.6M

Top Sells

1
+$23.8M
2
+$18.6M
3
+$18.2M
4
LEA icon
Lear
LEA
+$18.2M
5
JNPR
Juniper Networks
JNPR
+$15.8M

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
376
– –
-130,250
377
– –
-307,000
378
– –
-156,170
379
– –
-467,475
380
– –
-105,000
381
– –
-84,000
12 13 14 15
16