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
$5.17B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$31.7M
3
+$28.2M
4
MDT icon
Medtronic
MDT
+$24.1M
5
TSN icon
Tyson Foods
TSN
+$20.4M

Top Sells

1
+$36.2M
2
+$30.4M
3
+$30.2M
4
FCX icon
Freeport-McMoran
FCX
+$24.3M
5
AGN
Allergan plc
AGN
+$23.2M

Sector Composition

1 Technology 16.65%
2 Healthcare 16.55%
3 Industrials 14.49%
4 Consumer Discretionary 11.33%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.9M 0.64%
421,476
+25,170
52
$32.5M 0.63%
399,900
+2,350
53
$32.3M 0.63%
1,028,110
+357,410
54
$31.9M 0.62%
304,280
+180
55
$31.9M 0.62%
718,950
+26,550
56
$31.7M 0.61%
+397,800
57
$30.8M 0.6%
1,248,837
+36,940
58
$30.8M 0.6%
429,610
+3,010
59
$30.6M 0.59%
543,453
-16,440
60
$30.6M 0.59%
659,860
-440
61
$30.4M 0.59%
318,260
-440
62
$30.4M 0.59%
357,702
+4,302
63
$30.2M 0.58%
834,660
+559,860
64
$30.1M 0.58%
507,325
+3,325
65
$30M 0.58%
768,860
+3,460
66
$29.8M 0.58%
578,575
+62,750
67
$29.7M 0.58%
546,437
+10,820
68
$29.6M 0.57%
426,908
+1,920
69
$29.5M 0.57%
545,110
+66,710
70
$29.2M 0.57%
141,500
-10,000
71
$29.1M 0.56%
958,000
+175,000
72
$28.7M 0.56%
273,500
+1,000
73
$28.3M 0.55%
454,800
+1,100
74
$28.3M 0.55%
648,145
+945
75
$28.2M 0.55%
+533,176
1 2
3
4 5