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
$4.86B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.7M
3
+$18.2M
4
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$16.5M
5
GBX icon
The Greenbrier Companies
GBX
+$15.2M

Top Sells

1
+$23.9M
2
+$19.5M
3
+$17.6M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$17.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$13.4M

Sector Composition

1 Technology 17.09%
2 Healthcare 14.37%
3 Industrials 13.62%
4 Consumer Discretionary 10.68%
5 Energy 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.59M 0.18%
78,650
+200
177
$8.43M 0.17%
158,000
178
$8.16M 0.17%
+668,416
179
$8.14M 0.17%
254,675
+1,500
180
$7.84M 0.16%
629,050
-134,900
181
$7.81M 0.16%
241,901
+39,500
182
$7.77M 0.16%
531,900
-54,300
183
$7.64M 0.16%
496,375
+1,500
184
$7.63M 0.16%
362,340
-713
185
$6.97M 0.14%
184,600
-600
186
$6.86M 0.14%
112,700
-400
187
$6.66M 0.14%
421,475
-155,200
188
$6.59M 0.14%
284,900
+1,900
189
$6.51M 0.13%
370,175
+2,400
190
$6.09M 0.13%
82,500
191
$5.84M 0.12%
40,000
192
$5.74M 0.12%
122,500
+700
193
$5.66M 0.12%
150,000
194
$5.64M 0.12%
458,000
195
$5.58M 0.11%
55,000
196
$5.54M 0.11%
121,925
-22,950
197
$5.49M 0.11%
335,050
+2,200
198
$5.46M 0.11%
52,600
199
$5.43M 0.11%
180,000
200
$5.32M 0.11%
154,525
+10,700
6 7
8
9 10