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
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.2M
3
+$17.4M
4
STL
Sterling Bancorp
STL
+$14.1M
5
BGS icon
B&G Foods
BGS
+$13.3M

Top Sells

1
+$38.8M
2
+$34.4M
3
+$22M
4
APFH
AdvancePierre Foods Holdings
APFH
+$21.3M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$12.8M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45.7M 0.77%
359,130
+2,550
27
$45.2M 0.76%
1,585,448
+37,672
28
$45.1M 0.76%
1,594,730
+900
29
$44.4M 0.75%
1,198,495
+300
30
$44M 0.74%
689,845
-39,500
31
$43.4M 0.73%
532,347
+117,347
32
$43.1M 0.73%
994,806
+20,647
33
$43M 0.72%
534,995
+300
34
$42.8M 0.72%
294,663
+4,086
35
$42.6M 0.72%
953,835
+3,290
36
$42.2M 0.71%
500,628
+47,002
37
$41.2M 0.69%
1,158,600
+374,300
38
$40.9M 0.69%
2,289,084
+29,839
39
$40M 0.67%
722,778
+8,191
40
$39.7M 0.67%
343,778
+2,918
41
$39.1M 0.66%
1,506,756
+280,672
42
$38.7M 0.65%
1,660,250
-442,000
43
$38.6M 0.65%
794,455
-500
44
$38.5M 0.65%
1,140,915
+300
45
$38.4M 0.65%
307,881
+11,446
46
$36.6M 0.62%
699,542
+42,996
47
$36.5M 0.61%
458,940
+6,900
48
$36.2M 0.61%
697,765
+300
49
$35.8M 0.6%
466,004
+3,637
50
$35.3M 0.59%
513,935
-23,000
1
2
3 4 5