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
$5.69B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$16.6M
3
+$16M
4
TPR icon
Tapestry
TPR
+$14M
5
APFH
AdvancePierre Foods Holdings
APFH
+$13.9M

Top Sells

1
+$34.4M
2
+$32M
3
+$30M
4
MCK icon
McKesson
MCK
+$22.7M
5
HPE icon
Hewlett Packard
HPE
+$19.3M

Sector Composition

1 Technology 14.08%
2 Healthcare 12.77%
3 Financials 12.47%
4 Consumer Discretionary 11.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.9M 0.44%
557,430
+1,000
77
$24.8M 0.44%
465,569
78
$24.4M 0.43%
866,840
+8,600
79
$23.9M 0.42%
663,950
-26,900
80
$23.7M 0.42%
506,200
+39,600
81
$23.6M 0.41%
227,710
+28,300
82
$23.3M 0.41%
539,770
+1,900
83
$23.1M 0.41%
963,405
+900
84
$22.8M 0.4%
598,227
+2,436
85
$22.7M 0.4%
253,179
-11,800
86
$22.6M 0.4%
453,839
87
$22.4M 0.39%
1,002,100
+129,000
88
$21.7M 0.38%
268,805
+2,948
89
$21.4M 0.38%
385,110
+400
90
$21.3M 0.38%
684,900
+447,000
91
$21.3M 0.37%
150,250
-98,300
92
$21.2M 0.37%
523,200
-25,800
93
$21.2M 0.37%
739,400
+37,800
94
$21.2M 0.37%
1,649,500
-759,000
95
$21.1M 0.37%
687,437
+25,100
96
$21.1M 0.37%
1,222,365
+195,400
97
$21M 0.37%
126,315
98
$20.9M 0.37%
334,375
-100,800
99
$20.8M 0.36%
866,426
+5,237
100
$20.7M 0.36%
356,200
+1,900
2 3
4
5 6