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
$5.99B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$14.8M
3 +$11.5M
4
FNF icon
Fidelity National Financial
FNF
+$11.1M
5
CAG icon
Conagra Brands
CAG
+$11M

Top Sells

1 +$27.2M
2 +$25.5M
3 +$25.1M
4
NUS icon
Nu Skin
NUS
+$24.4M
5
NTAP icon
NetApp
NTAP
+$24.1M

Sector Composition

1 Financials 15.9%
2 Technology 13.78%
3 Industrials 12.7%
4 Healthcare 12.54%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-2,940
577
-4,230
578
-3,846
579
-2,066
580
-10,310
581
-6,958
582
-3,919
583
-2,802
584
-3,935
585
-1,898
586
-1,386
587
-1,008
588
-8,733
589
-8,950
590
-1,030
591
-3,148
592
-4,939
593
-5,650
594
-7,866
595
-3,150
596
-654
597
-482
598
-2,298
599
-1,305
600
-16,168