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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46M 0.82%
1,909,745
+68,900
27
$44.7M 0.8%
1,895,970
-153,000
28
$44.1M 0.78%
835,505
+1,200
29
$43.8M 0.78%
771,421
-11,947
30
$42.3M 0.75%
534,695
-17,900
31
$42.3M 0.75%
632,368
+47,600
32
$42.1M 0.75%
1,138,415
+1,700
33
$41.1M 0.73%
660,060
+950
34
$40M 0.71%
714,487
+600
35
$39.5M 0.7%
2,173,250
-225,000
36
$38.7M 0.69%
290,577
+200
37
$38.5M 0.69%
1,596,130
+14,500
38
$38.4M 0.68%
342,680
+650
39
$37.6M 0.67%
2,715,650
+860
40
$37.4M 0.67%
412,721
-11,700
41
$36.8M 0.66%
702,525
+4,100
42
$36.7M 0.65%
2,334,792
+9,857
43
$36.4M 0.65%
697,065
+800
44
$36.2M 0.65%
+782,075
45
$36M 0.64%
1,035,474
+179,500
46
$36M 0.64%
915,295
+4,000
47
$35.8M 0.64%
842,269
+73,300
48
$35.8M 0.64%
340,460
+400
49
$35.6M 0.63%
1,195,395
+8,100
50
$35.3M 0.63%
1,202,550
-69,000
1
2
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