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
151
$9.19M 0.19%
577,400
-319,100
152
$9.18M 0.19%
213,741
153
$8.99M 0.18%
78,500
+1,000
154
$8.71M 0.18%
365,100
+184,500
155
$8.61M 0.18%
340,500
+45,000
156
$8.56M 0.17%
311,500
157
$8.23M 0.17%
180,000
158
$7.98M 0.16%
149,000
+1,000
159
$7.86M 0.16%
306,500
-98,000
160
$7.69M 0.16%
99,000
+1,000
161
$7.67M 0.16%
121,900
+1,000
162
$7.62M 0.16%
344,500
+24,500
163
$7.6M 0.15%
115,000
164
$7.59M 0.15%
40,000
165
$7.22M 0.15%
45,000
-20,500
166
$7.11M 0.14%
199,500
+2,000
167
$6.98M 0.14%
360,000
168
$6.61M 0.13%
281,192
+2,688
169
$6.55M 0.13%
159,315
-742,266
170
$6.42M 0.13%
954,600
+5,200
171
$6.4M 0.13%
48,228
172
$6.29M 0.13%
184,400
173
$6.23M 0.13%
+220,700
174
$6.21M 0.13%
128,500
+1,000
175
$6.2M 0.13%
320,625
+41,625
5 6
7
8 9