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
$6.4B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.8M
3
+$19.6M
4
DXC icon
DXC Technology
DXC
+$17.5M
5
AET
Aetna Inc
AET
+$15M

Top Sells

1
+$23.5M
2
+$21.4M
3
+$20.4M
4
AMN icon
AMN Healthcare
AMN
+$19M
5
OXM icon
Oxford Industries
OXM
+$18.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.72%
3 Industrials 12.75%
4 Healthcare 12.12%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.1M 0.34%
332,000
-166
102
$22M 0.34%
298,525
+32,850
103
$21.6M 0.34%
122,150
-1,900
104
$21.6M 0.34%
608,500
+20,365
105
$21.4M 0.33%
255,487
+14,752
106
$21.3M 0.33%
224,441
+4,816
107
$21.3M 0.33%
981,095
-8,900
108
$21.2M 0.33%
686,247
-2,354
109
$21M 0.33%
439,325
-7,500
110
$20.5M 0.32%
381,259
+1,851
111
$20.4M 0.32%
162,760
+700
112
$19.9M 0.31%
308,102
-13,901
113
$19.5M 0.3%
887,446
+246,900
114
$19.2M 0.3%
146,000
-19,000
115
$19M 0.3%
319,606
-1,524
116
$19M 0.3%
639,575
+101,875
117
$18.8M 0.29%
843,600
+414,800
118
$18.8M 0.29%
306,700
-266,800
119
$18.6M 0.29%
226,795
+230
120
$18.6M 0.29%
1,037,300
+6,400
121
$18.5M 0.29%
57,715
+19
122
$18.4M 0.29%
157,310
-70,800
123
$18.4M 0.29%
181,844
-1,100
124
$18.4M 0.29%
305,000
-98,100
125
$18M 0.28%
564,300
-64,900
3 4
5
6 7