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
$4.92B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$27.2M
3
+$23.5M
4
TNL icon
Travel + Leisure Co
TNL
+$23.3M
5
CFG icon
Citizens Financial Group
CFG
+$21.8M

Top Sells

1
+$35.7M
2
+$30.5M
3
+$26.6M
4
R icon
Ryder
R
+$21.3M
5
JNPR
Juniper Networks
JNPR
+$17.9M

Sector Composition

1 Healthcare 16.79%
2 Technology 14.28%
3 Industrials 11.88%
4 Consumer Discretionary 11.67%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.4M 0.27%
149,500
+48,000
127
$13.2M 0.27%
362,000
+2,000
128
$12.5M 0.26%
351,226
-232,953
129
$12.5M 0.25%
326,760
130
$12.3M 0.25%
650,400
+4,000
131
$12M 0.24%
386,000
+2,000
132
$11.8M 0.24%
232,800
-316,400
133
$11.8M 0.24%
+552,900
134
$11.7M 0.24%
54,100
135
$11.7M 0.24%
+155,000
136
$11.5M 0.23%
238,200
137
$11.2M 0.23%
+1,266,167
138
$10.7M 0.22%
127,540
-91,900
139
$10.7M 0.22%
902,705
-717,758
140
$10.5M 0.21%
102,630
+1,200
141
$10.4M 0.21%
+386,000
142
$10.3M 0.21%
626,800
-52,200
143
$10.3M 0.21%
212,275
144
$10.1M 0.21%
139,500
+2,000
145
$9.84M 0.2%
111,000
+1,000
146
$9.42M 0.19%
232,200
147
$9.33M 0.19%
211,660
148
$9.31M 0.19%
+253,000
149
$9.29M 0.19%
733,000
+4,000
150
$9.22M 0.19%
231,600
+99,000
4 5
6
7 8