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
101
$20.6M 0.36%
439,675
-262,850
102
$20.4M 0.36%
172,040
+6,000
103
$20.2M 0.35%
419,338
+72,970
104
$19.9M 0.35%
580,500
-198,500
105
$19.9M 0.35%
966,245
+1,700
106
$19.8M 0.35%
207,000
+1,500
107
$19.6M 0.35%
147,134
+8,000
108
$19.6M 0.34%
323,400
+1,200
109
$19.1M 0.34%
358,100
+700
110
$18.1M 0.32%
1,313,353
-1,402,297
111
$17.8M 0.31%
1,512,400
+6,300
112
$17.8M 0.31%
101,941
113
$17.6M 0.31%
216,025
+12,100
114
$17.4M 0.31%
161,960
+100
115
$17.4M 0.31%
700,550
-3,700
116
$17.2M 0.3%
1,228,800
+208,900
117
$17.1M 0.3%
228,410
-25,800
118
$17M 0.3%
186,500
+12,900
119
$16.7M 0.29%
69,801
-39,055
120
$16.6M 0.29%
+177,000
121
$16.5M 0.29%
370,805
+42,798
122
$16.5M 0.29%
124,075
+21,475
123
$16.5M 0.29%
317,828
124
$16.4M 0.29%
219,425
125
$16.4M 0.29%
614,227
+371,713
3 4
5
6 7