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
426
$246K ﹤0.01%
+2,725
427
$246K ﹤0.01%
+2,257
428
$244K ﹤0.01%
+2,090
429
$243K ﹤0.01%
+5,020
430
$239K ﹤0.01%
+13,456
431
$237K ﹤0.01%
+1,685
432
$236K ﹤0.01%
+6,367
433
$233K ﹤0.01%
+6,370
434
$226K ﹤0.01%
2,493
+1,667
435
$223K ﹤0.01%
+3,572
436
$223K ﹤0.01%
+6,249
437
$223K ﹤0.01%
+5,382
438
$222K ﹤0.01%
+3,461
439
$222K ﹤0.01%
+4,361
440
$218K ﹤0.01%
+3,501
441
$218K ﹤0.01%
+4,957
442
$216K ﹤0.01%
+10,321
443
$216K ﹤0.01%
7,830
-13,497
444
$215K ﹤0.01%
+6,808
445
$213K ﹤0.01%
+2,700
446
$212K ﹤0.01%
+361
447
$210K ﹤0.01%
+3,178
448
$209K ﹤0.01%
+3,532
449
$208K ﹤0.01%
+1,231
450
$208K ﹤0.01%
+1,863