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

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
476
$175K ﹤0.01%
+5,012
477
$174K ﹤0.01%
+913
478
$174K ﹤0.01%
+3,628
479
$173K ﹤0.01%
+672
480
$171K ﹤0.01%
+1,031
481
$171K ﹤0.01%
1,356
+870
482
$166K ﹤0.01%
+3,057
483
$161K ﹤0.01%
2,628
-52
484
$160K ﹤0.01%
+4,044
485
$159K ﹤0.01%
+2,496
486
$156K ﹤0.01%
+1,176
487
$155K ﹤0.01%
7,476
-159
488
$155K ﹤0.01%
+1,329
489
$154K ﹤0.01%
+2,857
490
$152K ﹤0.01%
+2,799
491
$150K ﹤0.01%
+3,854
492
$150K ﹤0.01%
+1,701
493
$149K ﹤0.01%
+2,027
494
$147K ﹤0.01%
+2,656
495
$142K ﹤0.01%
7,486
-144
496
$141K ﹤0.01%
+3,753
497
$140K ﹤0.01%
+3,300
498
$137K ﹤0.01%
+1,274
499
$136K ﹤0.01%
+3,230
500
$134K ﹤0.01%
+154