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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35M 0.62%
296,335
-5,600
52
$34.4M 0.61%
638,719
+1,237
53
$34.4M 0.61%
309,955
-70,100
54
$33.3M 0.59%
444,126
+100
55
$33.2M 0.59%
248,550
-144,650
56
$33.1M 0.59%
1,005,150
-205,400
57
$32.6M 0.58%
535,035
-99,200
58
$32.5M 0.58%
532,800
+222,000
59
$32.2M 0.57%
462,208
+397
60
$31.7M 0.56%
623,694
+9,650
61
$31.4M 0.56%
205,350
-6,030
62
$31M 0.55%
807,855
+1,300
63
$30.2M 0.54%
1,200,533
+1,683
64
$30.2M 0.54%
166,125
+16,800
65
$30.1M 0.54%
1,319,850
+374,950
66
$30M 0.53%
331,500
+4,700
67
$29.4M 0.52%
279,900
68
$28.9M 0.51%
435,175
+23,900
69
$28.7M 0.51%
592,500
+46,002
70
$28.5M 0.51%
683,998
+700
71
$26.5M 0.47%
554,700
+7,700
72
$26M 0.46%
2,408,500
-696,000
73
$25.9M 0.46%
779,000
-88,000
74
$25.8M 0.46%
452,240
-419,900
75
$25.4M 0.45%
726,165
+568
1 2
3
4 5