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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.7M 0.28%
203,925
+9,100
127
$15.6M 0.28%
244,500
+400
128
$15.5M 0.28%
219,425
+100
129
$15.3M 0.27%
1,019,900
-539,600
130
$15.3M 0.27%
214,850
131
$15.3M 0.27%
764,100
+4,200
132
$15.1M 0.27%
+328,007
133
$15M 0.27%
173,600
+67,700
134
$14.9M 0.26%
414,935
+6,900
135
$14.7M 0.26%
168,000
+11,000
136
$14.5M 0.26%
158,500
+16,700
137
$14.4M 0.26%
333,100
+5,400
138
$14.1M 0.25%
525,200
+34,500
139
$14.1M 0.25%
56,489
+250
140
$14.1M 0.25%
317,828
+200
141
$13.8M 0.25%
195,900
+2,200
142
$13.5M 0.24%
315,575
+200
143
$13.4M 0.24%
573,624
+1,303
144
$13.2M 0.24%
895,300
+11,000
145
$12.9M 0.23%
385,500
+11,000
146
$12.5M 0.22%
242,100
+500
147
$12.2M 0.22%
160,800
+31,100
148
$12M 0.21%
+102,600
149
$11.8M 0.21%
162,400
+22,000
150
$11.8M 0.21%
218,750
+350
4 5
6
7 8