FIM
Foresters Investment Management Portfolio holdings
AUM
$5.05B
1-Year Return
5.09%
This Quarter Return
+2.87%
1 Year Return
+5.09%
3 Year Return
+40.76%
5 Year Return
+64.43%
10 Year Return
–
AUM
$5.86B
AUM Growth
-$131M
(-2.2%)
Cap. Flow
-$247M
Cap. Flow
% of AUM
-4.22%
Top 10 Holdings %
Top 10 Hldgs %
11.93%
Holding
413
New
26
Increased
191
Reduced
164
Closed
23
Top Buys
| 1 |
Citigroup
C
|
$51.7M |
| 2 |
Bank of America
BAC
|
$46.1M |
| 3 |
Wells Fargo
WFC
|
$33.3M |
| 4 |
EOG Resources
EOG
|
$31.7M |
| 5 |
Wyndham Hotels & Resorts
WH
|
$29.1M |
Top Sells
| 1 |
Apple
AAPL
|
$28.5M |
| 2 |
Travel + Leisure Co
TNL
|
$26.3M |
| 3 |
Microsoft
MSFT
|
$25.8M |
| 4 |
TUP
Tupperware Brands Corporation
TUP
|
$25.8M |
| 5 |
AbbVie
ABBV
|
$25.2M |
Sector Composition
| 1 | Financials | 19.4% |
| 2 | Industrials | 12.98% |
| 3 | Healthcare | 12.52% |
| 4 | Technology | 12.34% |
| 5 | Consumer Discretionary | 9.45% |