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
101
$19.1M 0.35%
319,100
+1,200
102
$18.9M 0.35%
784,280
+48,200
103
$18.7M 0.35%
121,644
+114
104
$18.6M 0.34%
467,475
-216,450
105
$18.4M 0.34%
661,237
+18,200
106
$18.2M 0.34%
570,200
+50,300
107
$18M 0.33%
247,175
+100
108
$17.9M 0.33%
254,273
109
$17.3M 0.32%
238,750
+1,250
110
$17M 0.32%
356,700
+700
111
$17M 0.32%
1,408,825
+48,500
112
$16.9M 0.31%
315,375
+250
113
$16.6M 0.31%
161,360
+100
114
$16.5M 0.31%
375,175
-104,800
115
$16.3M 0.3%
350,300
+1,400
116
$15.2M 0.28%
703,950
-12,800
117
$15.1M 0.28%
317,628
118
$15.1M 0.28%
201,500
+500
119
$14.9M 0.28%
408,035
+1,800
120
$14.7M 0.27%
144,410
+31,500
121
$14.7M 0.27%
182,594
+100
122
$14.5M 0.27%
+1,099,510
123
$14.1M 0.26%
219,325
+150
124
$14.1M 0.26%
403,270
-1,500
125
$14.1M 0.26%
793,041
+447,918
3 4
5
6 7