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
101
$19.6M 0.35%
199,410
+55,000
102
$19.5M 0.35%
166,040
+59,650
103
$19.4M 0.35%
139,134
+17,490
104
$19.2M 0.34%
161,860
+500
105
$19.1M 0.34%
265,857
-55,000
106
$19.1M 0.34%
701,600
+239,100
107
$18.9M 0.34%
322,200
+3,100
108
$18.7M 0.33%
384,710
+66,200
109
$18.2M 0.32%
254,210
-145,850
110
$18M 0.32%
726,275
+576,075
111
$18M 0.32%
241,550
+2,800
112
$18M 0.32%
205,500
+4,000
113
$17.9M 0.32%
873,100
+81,700
114
$17.8M 0.32%
247,375
+200
115
$17.7M 0.32%
346,368
+254,390
116
$17.6M 0.31%
1,410,175
+1,350
117
$17.5M 0.31%
254,273
118
$17.5M 0.31%
357,400
+700
119
$17.2M 0.31%
386,450
+240,450
120
$17.2M 0.31%
101,941
-9,917
121
$17.2M 0.31%
+881,400
122
$16.9M 0.3%
363,475
-11,700
123
$16.2M 0.29%
704,250
+300
124
$16.1M 0.29%
579,135
-8,700
125
$16M 0.29%
182,894
+300
3 4
5
6 7