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
176
$6.13M 0.12%
148,700
177
$6.06M 0.12%
185,900
+2,000
178
$6.05M 0.12%
82,500
179
$5.98M 0.12%
362,000
+39,000
180
$5.79M 0.12%
460,323
-112,500
181
$5.68M 0.12%
89,000
+1,000
182
$5.66M 0.12%
80,000
183
$5.42M 0.11%
306,000
+20,500
184
$5.34M 0.11%
+75,000
185
$5.32M 0.11%
51,227
-5,899
186
$5.21M 0.11%
328,000
+113,500
187
$5.18M 0.11%
55,000
188
$5.16M 0.11%
210,000
+45,000
189
$5.12M 0.1%
73,400
190
$5.08M 0.1%
43,000
191
$5.05M 0.1%
+149,000
192
$5.03M 0.1%
452,000
+5,000
193
$5.02M 0.1%
313,000
+4,000
194
$5M 0.1%
52,000
-3,600
195
$4.98M 0.1%
401,400
+4,000
196
$4.95M 0.1%
59,500
+7,500
197
$4.93M 0.1%
192,000
+4,000
198
$4.93M 0.1%
238,505
+47,112
199
$4.81M 0.1%
220,000
+20,000
200
$4.73M 0.1%
79,850
+46,500
6 7
8
9 10