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
$5.17B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$31.7M
3
+$28.2M
4
MDT icon
Medtronic
MDT
+$24.1M
5
TSN icon
Tyson Foods
TSN
+$20.4M

Top Sells

1
+$36.2M
2
+$30.4M
3
+$30.2M
4
FCX icon
Freeport-McMoran
FCX
+$24.3M
5
AGN
Allergan plc
AGN
+$23.2M

Sector Composition

1 Technology 16.65%
2 Healthcare 16.55%
3 Industrials 14.49%
4 Consumer Discretionary 11.33%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.9M 0.83%
881,725
+15,625
27
$42.7M 0.83%
1,609,625
+9,250
28
$42.6M 0.82%
702,043
+25,875
29
$41.9M 0.81%
336,550
-117,800
30
$40.4M 0.78%
292,875
-34,702
31
$40.1M 0.78%
403,306
+839
32
$39.8M 0.77%
436,760
+33,485
33
$39.7M 0.77%
196,475
+64,775
34
$39.4M 0.76%
718,089
-8,860
35
$38.4M 0.74%
293,525
+1,125
36
$38.3M 0.74%
286,960
-142,090
37
$37.9M 0.73%
503,310
-4,690
38
$37.8M 0.73%
246,568
+1,464
39
$37.4M 0.72%
491,145
+2,406
40
$37.3M 0.72%
710,160
+161,251
41
$36.5M 0.71%
1,165,750
+7,375
42
$36.4M 0.7%
746,600
+3,350
43
$36.3M 0.7%
319,230
+2,130
44
$36.1M 0.7%
616,500
-8,100
45
$35.8M 0.69%
671,978
-2,579
46
$35.7M 0.69%
1,398,500
+5,700
47
$35.4M 0.69%
480,561
+28,490
48
$35.3M 0.68%
559,560
+100,760
49
$35.1M 0.68%
879,710
+11,860
50
$33.3M 0.65%
651,070
-1,236
1
2
3 4 5