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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.98M 0.19%
115,800
+26,750
152
$9.82M 0.18%
201,500
+500
153
$9.76M 0.18%
232,500
+21,000
154
$9.47M 0.18%
148,300
+750
155
$9.4M 0.17%
189,000
+400
156
$9.14M 0.17%
24,667
+7,889
157
$8.99M 0.17%
43,428
+7,470
158
$8.89M 0.16%
+662,488
159
$8.86M 0.16%
112,650
+12,100
160
$8.81M 0.16%
157,000
+500
161
$8.54M 0.16%
+260,718
162
$8.51M 0.16%
378,000
+750
163
$8.48M 0.16%
600,400
+2,550
164
$8.43M 0.16%
369,600
+500
165
$8.35M 0.15%
295,662
+2,990
166
$8.31M 0.15%
249,350
+79,200
167
$8.12M 0.15%
84,000
+200
168
$8.11M 0.15%
377,000
+36,000
169
$7.8M 0.14%
111,500
+600
170
$7.77M 0.14%
1,208,850
+120,500
171
$7.71M 0.14%
140,400
172
$7.66M 0.14%
42,000
+100
173
$7.61M 0.14%
1,198,940
+3,450
174
$7.37M 0.14%
+105,900
175
$7.36M 0.14%
465,598
5 6
7
8 9