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
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.2M
3
+$17.4M
4
STL
Sterling Bancorp
STL
+$14.1M
5
BGS icon
B&G Foods
BGS
+$13.3M

Top Sells

1
+$38.8M
2
+$34.4M
3
+$22M
4
APFH
AdvancePierre Foods Holdings
APFH
+$21.3M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$12.8M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35M 0.59%
916,925
+705,725
52
$33.9M 0.57%
214,405
-217,900
53
$33.7M 0.57%
538,825
-58,800
54
$33.3M 0.56%
689,675
+125,400
55
$33.3M 0.56%
412,371
+1,050
56
$33.1M 0.56%
255,362
+49,870
57
$33M 0.55%
234,100
-26,600
58
$32.7M 0.55%
730,975
-116,100
59
$32.6M 0.55%
590,909
-42,659
60
$32M 0.54%
568,600
+11,700
61
$31.9M 0.54%
732,978
-6,927
62
$31.5M 0.53%
1,225,174
+31,511
63
$31.1M 0.52%
692,367
+7,969
64
$30.7M 0.52%
160,425
+100
65
$30.5M 0.51%
1,088,100
-455,600
66
$30.1M 0.51%
282,936
+3,036
67
$29.5M 0.5%
1,221,675
-201,425
68
$29.1M 0.49%
465,769
+200
69
$28.9M 0.49%
259,100
+300
70
$28.6M 0.48%
584,535
-5,721
71
$28.3M 0.48%
564,180
+6,750
72
$27.2M 0.46%
763,100
+23,700
73
$27.2M 0.46%
599,113
+886
74
$27M 0.45%
724,916
+682
75
$26.1M 0.44%
486,817
+67,479
1 2
3
4 5