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
$5.3B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$26.7M
3
+$23M
4
HBI icon
Hanesbrands
HBI
+$21.7M
5
VWR
VWR Corporation
VWR
+$14.4M

Top Sells

1
+$31.9M
2
+$23.1M
3
+$21.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
PCAR icon
PACCAR
PCAR
+$16.1M

Sector Composition

1 Healthcare 16.7%
2 Technology 16.29%
3 Industrials 12.73%
4 Consumer Discretionary 11.59%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.2M 0.27%
484,000
-36,600
127
$13.9M 0.26%
399,250
-11,950
128
$13.7M 0.26%
142,300
+9,200
129
$13.6M 0.26%
106,125
+2,300
130
$13.5M 0.26%
301,600
+37,400
131
$13.4M 0.25%
298,000
+1,000
132
$13.4M 0.25%
640,150
+92,050
133
$13.3M 0.25%
204,275
+2,800
134
$12.9M 0.24%
229,200
135
$12.3M 0.23%
818,414
+2,500
136
$12.3M 0.23%
+440,600
137
$12.2M 0.23%
256,900
+500
138
$12.2M 0.23%
101,630
139
$11.9M 0.23%
268,320
140
$11.4M 0.22%
275,000
141
$11.2M 0.21%
337,700
-10,200
142
$11.1M 0.21%
219,000
+500
143
$10.7M 0.2%
222,034
+9,990
144
$10.7M 0.2%
+517,500
145
$10.6M 0.2%
+695,000
146
$10.4M 0.2%
99,250
-20,550
147
$10.3M 0.2%
207,121
+33,211
148
$10.3M 0.19%
+123,200
149
$10.2M 0.19%
208,160
150
$10.1M 0.19%
376,550
+2,500
4 5
6
7 8