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
$5.3B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$26.7M
3
+$23M
4
HBI icon
Hanesbrands
HBI
+$21.7M
5
VWR
VWR Corporation
VWR
+$14.4M

Top Sells

1
+$31.9M
2
+$23.1M
3
+$21.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
PCAR icon
PACCAR
PCAR
+$16.1M

Sector Composition

1 Healthcare 16.7%
2 Technology 16.29%
3 Industrials 12.73%
4 Consumer Discretionary 11.59%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.01M 0.13%
150,000
177
$7M 0.13%
80,000
178
$6.98M 0.13%
79,849
+12,716
179
$6.9M 0.13%
40,000
180
$6.77M 0.13%
82,500
181
$6.77M 0.13%
558,500
+152,600
182
$6.62M 0.13%
275,411
+670
183
$6.55M 0.12%
315,000
-20,975
184
$6.37M 0.12%
62,600
+10,000
185
$6.34M 0.12%
73,600
186
$6.33M 0.12%
207,625
+1,500
187
$6.25M 0.12%
178,825
+1,500
188
$6.22M 0.12%
115,100
-8,400
189
$6.16M 0.12%
84,000
190
$6.16M 0.12%
99,250
-1,250
191
$6.08M 0.11%
68,264
192
$6.01M 0.11%
374,000
-2,500
193
$5.99M 0.11%
89,000
+2,000
194
$5.96M 0.11%
79,250
195
$5.94M 0.11%
228,355
196
$5.94M 0.11%
123,925
+500
197
$5.9M 0.11%
57,126
+9,096
198
$5.86M 0.11%
360,000
199
$5.82M 0.11%
221,000
+500
200
$5.8M 0.11%
187,467
6 7
8
9 10