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
551
$77K ﹤0.01%
+923
552
$77K ﹤0.01%
+2,304
553
$76K ﹤0.01%
+999
554
$75K ﹤0.01%
+1,170
555
$72K ﹤0.01%
1,341
-29
556
$71K ﹤0.01%
+5,997
557
$69K ﹤0.01%
1,703
-37
558
$68K ﹤0.01%
+3,338
559
$64K ﹤0.01%
+526
560
$62K ﹤0.01%
+1,600
561
$61K ﹤0.01%
723
-14
562
$61K ﹤0.01%
+737
563
$60K ﹤0.01%
+1,116
564
$59K ﹤0.01%
1,740
-40
565
$56K ﹤0.01%
+1,200
566
$56K ﹤0.01%
+3,498
567
$55K ﹤0.01%
+2,350
568
$53K ﹤0.01%
1,549
-33
569
$45K ﹤0.01%
+973
570
$42K ﹤0.01%
+764
571
$39K ﹤0.01%
1,385
-37
572
$35K ﹤0.01%
2,749
-61
573
$31K ﹤0.01%
+5,130
574
$30K ﹤0.01%
925
-17
575
$19K ﹤0.01%
+1,900