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
501
$134K ﹤0.01%
4,500
-400
502
$130K ﹤0.01%
+1,661
503
$129K ﹤0.01%
+1,601
504
$127K ﹤0.01%
+402
505
$126K ﹤0.01%
+3,636
506
$125K ﹤0.01%
+486
507
$125K ﹤0.01%
+2,734
508
$124K ﹤0.01%
+6,716
509
$124K ﹤0.01%
+6,597
510
$122K ﹤0.01%
+2,826
511
$120K ﹤0.01%
5,641
-135
512
$120K ﹤0.01%
2,942
-75
513
$117K ﹤0.01%
+3,672
514
$116K ﹤0.01%
+822
515
$115K ﹤0.01%
+4,583
516
$115K ﹤0.01%
+1,389
517
$114K ﹤0.01%
+1,886
518
$114K ﹤0.01%
+5,092
519
$113K ﹤0.01%
+1,256
520
$112K ﹤0.01%
4,600
-400
521
$110K ﹤0.01%
+1,682
522
$108K ﹤0.01%
+810
523
$108K ﹤0.01%
+7,749
524
$108K ﹤0.01%
+1,920
525
$108K ﹤0.01%
+2,054
19 20
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