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
$4.92B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$27.2M
3
+$23.5M
4
TNL icon
Travel + Leisure Co
TNL
+$23.3M
5
CFG icon
Citizens Financial Group
CFG
+$21.8M

Top Sells

1
+$35.7M
2
+$30.5M
3
+$26.6M
4
R icon
Ryder
R
+$21.3M
5
JNPR
Juniper Networks
JNPR
+$17.9M

Sector Composition

1 Healthcare 16.79%
2 Technology 14.28%
3 Industrials 11.88%
4 Consumer Discretionary 11.67%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.9M 0.65%
597,700
+6,000
52
$31.9M 0.65%
408,602
+17,800
53
$31.5M 0.64%
750,650
54
$31.3M 0.64%
953,757
+711,015
55
$31M 0.63%
598,170
-23,400
56
$29.7M 0.6%
427,526
57
$29.7M 0.6%
253,950
58
$29.3M 0.6%
995,400
-86,300
59
$29.2M 0.59%
683,745
+5,900
60
$29.1M 0.59%
277,000
61
$28.9M 0.59%
671,868
+7,200
62
$28.7M 0.58%
953,775
+74,100
63
$28.5M 0.58%
674,000
+51,500
64
$28.4M 0.58%
297,625
65
$27.5M 0.56%
836,000
+302,000
66
$26.4M 0.54%
675,610
+191,900
67
$26.2M 0.53%
682,800
-21,600
68
$26.2M 0.53%
401,760
-2,800
69
$25.9M 0.53%
2,073,114
+518,700
70
$25.8M 0.53%
517,108
+62,500
71
$25.8M 0.52%
172,705
-7,449
72
$25.6M 0.52%
619,890
73
$25.4M 0.52%
419,861
74
$25.3M 0.51%
328,778
75
$24.7M 0.5%
886,500
+10,500
1 2
3
4 5