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
$6.4B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.8M
3
+$19.6M
4
DXC icon
DXC Technology
DXC
+$17.5M
5
AET
Aetna Inc
AET
+$15M

Top Sells

1
+$23.5M
2
+$21.4M
3
+$20.4M
4
AMN icon
AMN Healthcare
AMN
+$19M
5
OXM icon
Oxford Industries
OXM
+$18.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.72%
3 Industrials 12.75%
4 Healthcare 12.12%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.2M 0.58%
672,850
-78,800
52
$36.8M 0.57%
458,554
-8,383
53
$36.8M 0.57%
965,277
-16,907
54
$36.2M 0.56%
742,750
+6,277
55
$34.8M 0.54%
199,505
-200
56
$34.4M 0.54%
1,225,320
-3,219
57
$34.4M 0.54%
411,421
-1,300
58
$34.3M 0.54%
700,025
+543,525
59
$34.2M 0.53%
471,635
-12,300
60
$34.1M 0.53%
1,037,355
-10,464
61
$33.5M 0.52%
757,403
+142,263
62
$33.2M 0.52%
903,437
+168,900
63
$32.5M 0.51%
451,069
-14,700
64
$32.4M 0.51%
363,593
+147,368
65
$32.3M 0.51%
589,455
+26,169
66
$32.3M 0.5%
383,640
-76,500
67
$31.9M 0.5%
694,521
+319
68
$31.7M 0.5%
643,175
+1,200
69
$31.1M 0.49%
337,875
+27,075
70
$30.6M 0.48%
545,075
-229,300
71
$30.5M 0.48%
556,514
+70,425
72
$29.8M 0.47%
277,500
-6,057
73
$29.2M 0.46%
1,041,430
-1,100
74
$29M 0.45%
567,750
-53,883
75
$28.8M 0.45%
479,367
-391,477
1 2
3
4 5