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
$4.92B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$27.2M
3
+$23.5M
4
TNL icon
Travel + Leisure Co
TNL
+$23.3M
5
CFG icon
Citizens Financial Group
CFG
+$21.8M

Top Sells

1
+$35.7M
2
+$30.5M
3
+$26.6M
4
R icon
Ryder
R
+$21.3M
5
JNPR
Juniper Networks
JNPR
+$17.9M

Sector Composition

1 Healthcare 16.79%
2 Technology 14.28%
3 Industrials 11.88%
4 Consumer Discretionary 11.67%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.7M 0.36%
+210,400
102
$17.5M 0.36%
1,080,600
-22,800
103
$17.4M 0.35%
297,500
+2,000
104
$17.4M 0.35%
583,950
+1,000
105
$17.3M 0.35%
691,760
-140,300
106
$17.1M 0.35%
2,151,500
+1,151,500
107
$16.9M 0.34%
312,125
-225,700
108
$16.7M 0.34%
324,500
-50,500
109
$16.6M 0.34%
245,367
+3,506
110
$16.2M 0.33%
123,323
-124,814
111
$16.2M 0.33%
484,257
+6,303
112
$16M 0.33%
377,500
+2,000
113
$15.7M 0.32%
107,600
114
$15.6M 0.32%
604,467
+10,800
115
$15.4M 0.31%
301,000
+1,000
116
$15.2M 0.31%
210,500
+3,000
117
$14.7M 0.3%
180,100
+3,200
118
$14.7M 0.3%
342,900
+67,900
119
$14.4M 0.29%
309,600
+8,000
120
$14.4M 0.29%
253,500
-374,300
121
$13.9M 0.28%
154,100
+11,800
122
$13.8M 0.28%
569,400
123
$13.7M 0.28%
428,575
+5,900
124
$13.4M 0.27%
222,000
+1,000
125
$13.4M 0.27%
842,810
+611,000
3 4
5
6 7