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
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$21.2M
3
+$17.4M
4
STL
Sterling Bancorp
STL
+$14.1M
5
BGS icon
B&G Foods
BGS
+$13.3M

Top Sells

1
+$38.8M
2
+$34.4M
3
+$22M
4
APFH
AdvancePierre Foods Holdings
APFH
+$21.3M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$12.8M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.3M 0.34%
330,666
+7,266
102
$20M 0.34%
319,730
-14,645
103
$20M 0.34%
454,739
+900
104
$20M 0.34%
158,015
+10,881
105
$19.8M 0.33%
378,101
+7,296
106
$19.8M 0.33%
216,225
+200
107
$19.7M 0.33%
331,500
-103,300
108
$19.6M 0.33%
359,000
+900
109
$19.6M 0.33%
405,833
-100,367
110
$19.6M 0.33%
987,745
+21,500
111
$19.5M 0.33%
444,525
+4,850
112
$19.5M 0.33%
321,607
+3,779
113
$19.1M 0.32%
190,200
+3,700
114
$18.8M 0.32%
780,800
+13,600
115
$18.7M 0.31%
1,009,700
+7,600
116
$18.4M 0.31%
389,300
+51,100
117
$17.9M 0.3%
73,832
+4,031
118
$17.5M 0.29%
124,325
+250
119
$17.4M 0.29%
+120,575
120
$17.3M 0.29%
219,525
+100
121
$16.9M 0.28%
162,060
+100
122
$16.9M 0.28%
441,624
+24,289
123
$16.8M 0.28%
101,941
124
$16.6M 0.28%
163,800
+2,800
125
$16.6M 0.28%
476,000
-104,500
3 4
5
6 7