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
401
$346K 0.01%
5,517
-115
402
$345K 0.01%
8,863
-186
403
$341K 0.01%
+12,261
404
$339K 0.01%
+2,794
405
$335K 0.01%
+1,822
406
$330K 0.01%
17,963
-361
407
$327K 0.01%
+4,496
408
$324K 0.01%
+7,382
409
$319K 0.01%
+650
410
$315K 0.01%
+6,760
411
$309K 0.01%
+3,477
412
$307K 0.01%
11,305
-233
413
$292K ﹤0.01%
6,500
-500
414
$290K ﹤0.01%
+1,380
415
$286K ﹤0.01%
+2,159
416
$284K ﹤0.01%
+2,340
417
$283K ﹤0.01%
13,447
-280
418
$282K ﹤0.01%
+22,253
419
$281K ﹤0.01%
+1,887
420
$270K ﹤0.01%
+2,102
421
$269K ﹤0.01%
+5,514
422
$268K ﹤0.01%
+2,659
423
$266K ﹤0.01%
+2,351
424
$266K ﹤0.01%
+4,213
425
$251K ﹤0.01%
+26,768