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
$4.92B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$27.2M
3
+$23.5M
4
TNL icon
Travel + Leisure Co
TNL
+$23.3M
5
CFG icon
Citizens Financial Group
CFG
+$21.8M

Top Sells

1
+$35.7M
2
+$30.5M
3
+$26.6M
4
R icon
Ryder
R
+$21.3M
5
JNPR
Juniper Networks
JNPR
+$17.9M

Sector Composition

1 Healthcare 16.79%
2 Technology 14.28%
3 Industrials 11.88%
4 Consumer Discretionary 11.67%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.2M 0.86%
1,642,300
+186,100
27
$42.1M 0.86%
785,603
+11,800
28
$41.7M 0.85%
422,082
+1,154
29
$41.6M 0.85%
+1,272,500
30
$41.1M 0.84%
208,260
-9,000
31
$40.7M 0.83%
1,182,150
-23,800
32
$40.4M 0.82%
359,300
+1,300
33
$39.9M 0.81%
1,534,635
+139,285
34
$39.8M 0.81%
2,567,500
+229,700
35
$39.2M 0.8%
777,322
+12,472
36
$38.3M 0.78%
645,800
37
$38.1M 0.78%
302,443
38
$37.4M 0.76%
2,579,250
-1,146,000
39
$37.4M 0.76%
1,322,200
+147,700
40
$36.6M 0.75%
674,087
+78,100
41
$36M 0.73%
749,000
+84,500
42
$35.7M 0.73%
379,410
+46,400
43
$34.6M 0.7%
325,375
+5,900
44
$33.4M 0.68%
431,645
-64,942
45
$33.4M 0.68%
333,960
46
$33.1M 0.67%
701,930
+2,500
47
$32.6M 0.66%
1,243,000
+834,000
48
$32.4M 0.66%
1,018,980
+6,400
49
$32.2M 0.65%
885,460
-25,700
50
$32.1M 0.65%
713,760
+35,700
1
2
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