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
$6.14B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1 +$32.9M
2 +$19.1M
3 +$16.5M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$14.1M
5
CPAY icon
Corpay
CPAY
+$14.1M

Top Sells

1 +$38.2M
2 +$25.6M
3 +$18.1M
4
SABR icon
Sabre
SABR
+$15.8M
5
HPE icon
Hewlett Packard
HPE
+$13.2M

Sector Composition

1 Technology 14.2%
2 Financials 13.71%
3 Healthcare 13.37%
4 Industrials 12.16%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$80K ﹤0.01%
999
552
$78K ﹤0.01%
1,341
553
$77K ﹤0.01%
923
554
$76K ﹤0.01%
516
555
$75K ﹤0.01%
+1,610
556
$75K ﹤0.01%
1,170
557
$75K ﹤0.01%
+290
558
$73K ﹤0.01%
+539
559
$71K ﹤0.01%
1,703
560
$66K ﹤0.01%
+5,597
561
$66K ﹤0.01%
3,338
562
$64K ﹤0.01%
723
563
$63K ﹤0.01%
737
564
$63K ﹤0.01%
1,116
565
$60K ﹤0.01%
1,549
566
$60K ﹤0.01%
+1,596
567
$58K ﹤0.01%
+238
568
$58K ﹤0.01%
1,715
-1,014
569
$57K ﹤0.01%
1,089
+325
570
$56K ﹤0.01%
1,051
-1,003
571
$56K ﹤0.01%
1,740
572
$48K ﹤0.01%
3,498
573
$40K ﹤0.01%
1,385
574
$36K ﹤0.01%
2,749
575
$34K ﹤0.01%
925