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
$5.18B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$37.4M
3
+$20.8M
4
SHPG
Shire pic
SHPG
+$20.1M
5
SIMO icon
Silicon Motion
SIMO
+$16.2M

Top Sells

1
+$80.5M
2
+$32.2M
3
+$27.2M
4
SNDK
SANDISK CORP
SNDK
+$21.6M
5
SYNA icon
Synaptics
SYNA
+$17.7M

Sector Composition

1 Healthcare 16.83%
2 Technology 12.85%
3 Consumer Discretionary 10.45%
4 Industrials 10.18%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46.5M 0.9%
867,533
+19,730
27
$45.3M 0.88%
1,668,100
+17,500
28
$45.1M 0.87%
308,023
+5,580
29
$43.9M 0.85%
870,090
+63,590
30
$43.5M 0.84%
1,776,150
+1,526,150
31
$43.4M 0.84%
788,818
+9,400
32
$42.9M 0.83%
336,020
+3,940
33
$40.8M 0.79%
658,360
+10,660
34
$40.4M 0.78%
2,533,350
-38,650
35
$39.8M 0.77%
424,321
+5,119
36
$39.6M 0.76%
1,032,950
-26,750
37
$38.9M 0.75%
713,745
+8,415
38
$38.8M 0.75%
207,700
-560
39
$38.1M 0.74%
1,317,790
-7,710
40
$37.9M 0.73%
290,177
+3,100
41
$37.3M 0.72%
1,135,715
-21,335
42
$36.7M 0.71%
1,750,475
+39,000
43
$36M 0.69%
339,460
+5,500
44
$35.2M 0.68%
649,233
+16,204
45
$34.5M 0.67%
2,217,750
+50,500
46
$33.1M 0.64%
699,137
+25,050
47
$32.3M 0.62%
372,617
+3,639
48
$31.9M 0.62%
991,611
+23,457
49
$31.1M 0.6%
1,556,235
+32,035
50
$31.1M 0.6%
1,197,869
+16,544
1
2
3 4 5