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
76
$25.3M 0.45%
690,850
-10,900
77
$25.3M 0.45%
1,058,700
-34,600
78
$25M 0.45%
465,569
-9,000
79
$23.9M 0.42%
169,090
-38,810
80
$23.8M 0.42%
537,870
+400
81
$23.3M 0.41%
453,839
-17,900
82
$23.2M 0.41%
452,575
-262,300
83
$23.2M 0.41%
964,545
+4,900
84
$23M 0.41%
432,700
+4,100
85
$22.5M 0.4%
264,979
+100
86
$22.3M 0.4%
962,505
+1,500
87
$22M 0.39%
883,557
+6,419
88
$21.7M 0.39%
662,337
+1,100
89
$21.7M 0.39%
108,856
-5,040
90
$21.6M 0.38%
556,430
91
$21.5M 0.38%
858,240
+2,700
92
$21.5M 0.38%
549,000
-21,200
93
$21.3M 0.38%
1,506,100
+201,900
94
$21M 0.37%
466,600
+14,300
95
$20.8M 0.37%
595,791
-383,859
96
$20.6M 0.37%
354,300
+4,000
97
$20.2M 0.36%
861,189
+68,148
98
$20.1M 0.36%
+1,026,965
99
$20.1M 0.36%
126,315
+262
100
$19.9M 0.35%
1,158,900
+59,390
2 3
4
5 6