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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45.4M 0.84%
308,381
+358
27
$45M 0.83%
1,064,300
+31,350
28
$44M 0.82%
341,920
+5,900
29
$42.9M 0.8%
1,136,715
+1,000
30
$42.6M 0.79%
1,724,635
+168,400
31
$42.6M 0.79%
1,271,550
-430,200
32
$41.6M 0.77%
659,110
+750
33
$41.4M 0.77%
2,398,250
+180,500
34
$40.1M 0.74%
584,768
+58,100
35
$39.7M 0.74%
1,581,630
+203,300
36
$39.5M 0.73%
2,048,970
-335,399
37
$39.1M 0.73%
713,745
38
$37M 0.69%
424,421
+100
39
$37M 0.69%
340,060
+600
40
$36.5M 0.68%
1,210,550
+87,940
41
$36.5M 0.68%
290,377
+200
42
$36.5M 0.68%
637,482
-11,751
43
$35.9M 0.67%
2,714,790
+433,839
44
$35.9M 0.67%
634,235
+8,400
45
$35.8M 0.66%
768,969
+139,051
46
$34.7M 0.64%
207,900
+200
47
$34.6M 0.64%
783,260
+690,040
48
$34.1M 0.63%
714,875
+473,675
49
$34.1M 0.63%
342,030
+8,350
50
$34.1M 0.63%
806,555
+79,450
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