FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Fund
S&P 500
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
76
$28.6M 0.45%
833,990
-110,780
77
$27.2M 0.43%
881,582
-7,300
78
$27M 0.42%
174,690
+262
79
$26.9M 0.42%
333,246
+44,721
80
$26.4M 0.41%
1,130,641
+836,500
81
$26.4M 0.41%
638,375
+261,900
82
$26.4M 0.41%
577,700
+236,500
83
$26.3M 0.41%
1,085,800
+73,700
84
$26.1M 0.41%
552,130
-5,700
85
$25.9M 0.4%
511,751
-10,325
86
$25.5M 0.4%
167,500
-45,500
87
$25.4M 0.4%
1,187,150
-141,900
88
$25.2M 0.39%
444,170
-96,600
89
$24.8M 0.39%
550,426
-2,840
90
$24.7M 0.39%
675,350
+4,900
91
$24.4M 0.38%
357,510
-1,800
92
$24.4M 0.38%
296,648
+213,756
93
$24.1M 0.38%
405,900
+73,000
94
$24.1M 0.38%
277,624
+5,434
95
$23.8M 0.37%
140,425
+16,100
96
$22.9M 0.36%
788,800
+3,400
97
$22.9M 0.36%
211,000
+1,632
98
$22.8M 0.36%
171,314
+19,899
99
$22.3M 0.35%
1,702,500
+154,700
100
$22.2M 0.35%
261,750
-2,400
2 3
4
5 6