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
$5.69B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$16.6M
3
+$16M
4
TPR icon
Tapestry
TPR
+$14M
5
APFH
AdvancePierre Foods Holdings
APFH
+$13.9M

Top Sells

1
+$34.4M
2
+$32M
3
+$30M
4
MCK icon
McKesson
MCK
+$22.7M
5
HPE icon
Hewlett Packard
HPE
+$19.3M

Sector Composition

1 Technology 14.08%
2 Healthcare 12.77%
3 Financials 12.47%
4 Consumer Discretionary 11.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.9M 0.21%
154,500
+1,000
152
$11.8M 0.21%
244,700
+200
153
$11.8M 0.21%
+447,300
154
$11.5M 0.2%
914,200
+6,500
155
$11.4M 0.2%
1,516,250
+280,900
156
$11.4M 0.2%
162,900
+500
157
$11M 0.19%
+463,500
158
$11M 0.19%
190,000
+400
159
$10.8M 0.19%
+181,400
160
$10.8M 0.19%
600,933
161
$10.8M 0.19%
254,250
+1,200
162
$10.4M 0.18%
408,000
+5,000
163
$10.3M 0.18%
112,300
+700
164
$10.1M 0.18%
446,100
+2,800
165
$9.73M 0.17%
161,189
+33,782
166
$9.71M 0.17%
56,416
+5,940
167
$9.42M 0.17%
120,561
+7,761
168
$9.41M 0.17%
162,000
+1,500
169
$9.3M 0.16%
223,000
+1,500
170
$9.12M 0.16%
+245,925
171
$9.1M 0.16%
216,000
+48,000
172
$8.91M 0.16%
237,131
+16,431
173
$8.87M 0.16%
300,745
+2,082
174
$8.79M 0.15%
379,800
+900
175
$8.77M 0.15%
383,600
+1,500
5 6
7
8 9