FIM
Foresters Investment Management Portfolio holdings
AUM
$5.05B
1-Year Return
5.09%
This Quarter Return
+3.42%
1 Year Return
+5.09%
3 Year Return
+40.76%
5 Year Return
+64.43%
10 Year Return
–
AUM
$5.94B
AUM Growth
+$253M
(+4.4%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
12.65%
Holding
603
New
202
Increased
247
Reduced
123
Closed
15
Top Buys
| 1 |
Masco
MAS
|
+$27M |
| 2 |
Schneider National
SNDR
|
+$21.2M |
| 3 |
Corpay
CPAY
|
+$17.4M |
| 4 |
STL
Sterling Bancorp
STL
|
+$14.1M |
| 5 |
B&G Foods
BGS
|
+$13.3M |
Top Sells
| 1 |
Newell Brands
NWL
|
+$38.8M |
| 2 |
Snap-on
SNA
|
+$34.4M |
| 3 |
Sunstone Hotel Investors
SHO
|
+$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% |
