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
376
$115K ﹤0.01%
5,776
377
$110K ﹤0.01%
3,510
378
$109K ﹤0.01%
3,233
379
$99K ﹤0.01%
6,100
380
$95K ﹤0.01%
3,585
381
$74K ﹤0.01%
1,740
382
$73K ﹤0.01%
+826
383
$66K ﹤0.01%
1,370
384
$65K ﹤0.01%
+486
385
$58K ﹤0.01%
1,780
386
$56K ﹤0.01%
1,582
387
$54K ﹤0.01%
737
388
$43K ﹤0.01%
1,422
389
$42K ﹤0.01%
3,040
390
$39K ﹤0.01%
2,810
391
$31K ﹤0.01%
942
392
$6K ﹤0.01%
484
393
– –
-150,820
394
– –
-34,000
395
– –
-76,200
396
– –
-141,000
397
– –
-2,150
398
– –
-89,800
399
– –
-54,200
400
– –
-264
13 14 15
16
17