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

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
376
$436K 0.01%
+19,566
377
$435K 0.01%
+7,040
378
$432K 0.01%
+5,823
379
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17,505
-4,725
380
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381
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+33,626
382
$420K 0.01%
+15,920
383
$417K 0.01%
30,586
+20,427
384
$414K 0.01%
+3,798
385
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386
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387
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388
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390
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391
$387K 0.01%
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392
$380K 0.01%
31,039
+27,999
393
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394
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395
$372K 0.01%
20,317
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-164
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$358K 0.01%
10,838
-222
398
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399
$351K 0.01%
11,647
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400
$347K 0.01%
+7,164