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
451
$206K ﹤0.01%
+1,553
452
$205K ﹤0.01%
+3,582
453
$205K ﹤0.01%
+3,529
454
$203K ﹤0.01%
+2,262
455
$201K ﹤0.01%
+3,900
456
$201K ﹤0.01%
+5,820
457
$200K ﹤0.01%
15,753
-347
458
$197K ﹤0.01%
+2,518
459
$197K ﹤0.01%
+2,974
460
$194K ﹤0.01%
+1,386
461
$193K ﹤0.01%
+3,458
462
$193K ﹤0.01%
+4,807
463
$192K ﹤0.01%
3,735
-75
464
$192K ﹤0.01%
+4,368
465
$192K ﹤0.01%
+2,959
466
$189K ﹤0.01%
+3,823
467
$189K ﹤0.01%
+2,521
468
$185K ﹤0.01%
+1,343
469
$181K ﹤0.01%
3,600
-400
470
$178K ﹤0.01%
+5,477
471
$178K ﹤0.01%
+1,240
472
$177K ﹤0.01%
1,337
-2,633
473
$177K ﹤0.01%
+2,300
474
$177K ﹤0.01%
+1,320
475
$175K ﹤0.01%
1,545
-32