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
$5.3B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$26.7M
3
+$23M
4
HBI icon
Hanesbrands
HBI
+$21.7M
5
VWR
VWR Corporation
VWR
+$14.4M

Top Sells

1
+$31.9M
2
+$23.1M
3
+$21.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
PCAR icon
PACCAR
PCAR
+$16.1M

Sector Composition

1 Healthcare 16.7%
2 Technology 16.29%
3 Industrials 12.73%
4 Consumer Discretionary 11.59%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.5M 0.65%
494,862
+14,301
52
$34.2M 0.65%
834,660
53
$34M 0.64%
490,402
-743
54
$33.3M 0.63%
428,126
+6,650
55
$33.3M 0.63%
664,912
-7,066
56
$32.9M 0.62%
728,957
+18,797
57
$32.8M 0.62%
668,060
+8,200
58
$32.7M 0.62%
581,387
+34,950
59
$32.2M 0.61%
387,402
+29,700
60
$32.2M 0.61%
783,460
+14,600
61
$32M 0.6%
555,803
+12,350
62
$32M 0.6%
717,350
-1,600
63
$31.8M 0.6%
278,700
+5,200
64
$31.4M 0.59%
604,992
+71,816
65
$31M 0.59%
+1,800,300
66
$30.8M 0.58%
330,260
+12,000
67
$30.5M 0.58%
782,875
-1,900
68
$30.3M 0.57%
580,575
+2,000
69
$29.8M 0.56%
974,575
+26,300
70
$29.7M 0.56%
1,143,385
+9,900
71
$29.6M 0.56%
1,104,085
+90,700
72
$29.1M 0.55%
474,050
+19,250
73
$29M 0.55%
667,845
+19,700
74
$28.9M 0.55%
1,081,800
+540,400
75
$28.7M 0.54%
958,000
1 2
3
4 5