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
526
$107K ﹤0.01%
3,443
-67
527
$107K ﹤0.01%
3,184
-49
528
$105K ﹤0.01%
5,993
-107
529
$105K ﹤0.01%
+2,729
530
$103K ﹤0.01%
+2,950
531
$103K ﹤0.01%
+173
532
$102K ﹤0.01%
+9,404
533
$102K ﹤0.01%
+1,420
534
$102K ﹤0.01%
+1,596
535
$101K ﹤0.01%
3,514
-71
536
$101K ﹤0.01%
+1,239
537
$97K ﹤0.01%
+1,248
538
$97K ﹤0.01%
+3,528
539
$97K ﹤0.01%
+2,516
540
$94K ﹤0.01%
+1,714
541
$94K ﹤0.01%
+2,025
542
$93K ﹤0.01%
+3,063
543
$93K ﹤0.01%
+790
544
$91K ﹤0.01%
+1,426
545
$86K ﹤0.01%
+1,514
546
$86K ﹤0.01%
+783
547
$83K ﹤0.01%
+5,899
548
$82K ﹤0.01%
+516
549
$78K ﹤0.01%
+210
550
$78K ﹤0.01%
+1,090