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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.4M 0.45%
411,275
+292,420
77
$24.3M 0.45%
855,540
-462,250
78
$24.2M 0.45%
149,325
+750
79
$23.8M 0.44%
264,879
+400
80
$23.6M 0.44%
326,800
+350
81
$23.4M 0.43%
452,300
+12,700
82
$23.1M 0.43%
961,005
+1,800
83
$23.1M 0.43%
537,470
+400
84
$22.5M 0.42%
725,597
+454
85
$21.9M 0.41%
556,430
86
$21.7M 0.4%
111,858
+2,400
87
$21.6M 0.4%
546,498
-42,412
88
$21.5M 0.4%
428,600
+1,700
89
$21.3M 0.4%
959,645
-75,900
90
$21M 0.39%
310,800
-36,900
91
$21M 0.39%
270,540
92
$20.6M 0.38%
318,510
-27,475
93
$20.5M 0.38%
471,739
-17,900
94
$19.8M 0.37%
877,138
+2,688
95
$19.6M 0.36%
1,304,200
+487,850
96
$19.4M 0.36%
701,750
+2,000
97
$19.4M 0.36%
+944,900
98
$19.1M 0.36%
126,053
+313
99
$19.1M 0.36%
1,093,300
-14,350
100
$19.1M 0.35%
791,400
+574,200
2 3
4
5 6