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
$6.4B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.8M
3
+$19.6M
4
DXC icon
DXC Technology
DXC
+$17.5M
5
AET
Aetna Inc
AET
+$15M

Top Sells

1
+$23.5M
2
+$21.4M
3
+$20.4M
4
AMN icon
AMN Healthcare
AMN
+$19M
5
OXM icon
Oxford Industries
OXM
+$18.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.72%
3 Industrials 12.75%
4 Healthcare 12.12%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46.7M 0.73%
793,400
-116,300
27
$46.5M 0.73%
815,655
+20,200
28
$46.4M 0.72%
1,367,000
+611,800
29
$46M 0.72%
1,567,261
-7,043
30
$45.6M 0.71%
690,908
-9,334
31
$44.8M 0.7%
2,402,184
+120,700
32
$44.2M 0.69%
845,220
-1,530
33
$44.1M 0.69%
1,662,656
+248,600
34
$43.9M 0.69%
724,340
+1,262
35
$43.9M 0.69%
304,241
-750
36
$43.3M 0.68%
1,514,600
-87,400
37
$42.7M 0.67%
1,661,250
+1,000
38
$41.6M 0.65%
774,431
+8,102
39
$41.5M 0.65%
284,124
-6,807
40
$41.1M 0.64%
642,459
+50,450
41
$41M 0.64%
1,224,395
+21,100
42
$40.8M 0.64%
339,960
-4,708
43
$40.3M 0.63%
209,597
-1,912
44
$40M 0.62%
558,560
+6,400
45
$39.8M 0.62%
675,343
-14,502
46
$39.5M 0.62%
629,905
-178,100
47
$38.9M 0.61%
536,068
+773
48
$37.6M 0.59%
1,070,200
-100,100
49
$37.4M 0.58%
698,565
+100
50
$37.3M 0.58%
405,529
+146,270
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