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
$5.18B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$37.4M
3
+$20.8M
4
SHPG
Shire pic
SHPG
+$20.1M
5
SIMO icon
Silicon Motion
SIMO
+$16.2M

Top Sells

1
+$80.5M
2
+$32.2M
3
+$27.2M
4
SNDK
SANDISK CORP
SNDK
+$21.6M
5
SYNA icon
Synaptics
SYNA
+$17.7M

Sector Composition

1 Healthcare 16.83%
2 Technology 12.85%
3 Consumer Discretionary 10.45%
4 Industrials 10.18%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.3M 0.45%
959,205
+16,845
77
$23.3M 0.45%
874,450
+30,158
78
$23.3M 0.45%
613,744
+6,574
79
$22.8M 0.44%
556,430
+6,540
80
$22.5M 0.43%
474,569
+4,840
81
$22.4M 0.43%
264,479
+3,379
82
$22.1M 0.43%
1,183,995
+91,520
83
$21.9M 0.42%
399,810
-1,950
84
$21.9M 0.42%
695,175
+19,275
85
$21.3M 0.41%
489,639
+3,889
86
$21.1M 0.41%
270,540
+3,140
87
$21M 0.41%
439,600
+339,600
88
$21M 0.41%
326,450
+86,850
89
$20.9M 0.4%
588,910
+86,591
90
$20.8M 0.4%
+519,900
91
$20.8M 0.4%
317,900
+15,700
92
$20.1M 0.39%
+109,458
93
$20.1M 0.39%
121,530
+12,930
94
$20M 0.39%
762,500
+20,100
95
$19.8M 0.38%
426,900
+15,700
96
$19.7M 0.38%
347,700
+252,500
97
$19.3M 0.37%
254,273
+2,719
98
$18.8M 0.36%
725,143
+19,426
99
$18.8M 0.36%
699,750
+18,600
100
$18.8M 0.36%
537,070
+154,270
2 3
4
5 6