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
$5.99B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$14.8M
3 +$11.5M
4
FNF icon
Fidelity National Financial
FNF
+$11.1M
5
CAG icon
Conagra Brands
CAG
+$11M

Top Sells

1 +$27.2M
2 +$25.5M
3 +$25.1M
4
NUS icon
Nu Skin
NUS
+$24.4M
5
NTAP icon
NetApp
NTAP
+$24.1M

Sector Composition

1 Financials 15.9%
2 Technology 13.78%
3 Industrials 12.7%
4 Healthcare 12.54%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
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