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
$5.18B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$37.4M
3
+$20.8M
4
SHPG
Shire pic
SHPG
+$20.1M
5
SIMO icon
Silicon Motion
SIMO
+$16.2M

Top Sells

1
+$80.5M
2
+$32.2M
3
+$27.2M
4
SNDK
SANDISK CORP
SNDK
+$21.6M
5
SYNA icon
Synaptics
SYNA
+$17.7M

Sector Composition

1 Healthcare 16.83%
2 Technology 12.85%
3 Consumer Discretionary 10.45%
4 Industrials 10.18%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.91M 0.13%
211,500
+13,900
177
$6.78M 0.13%
1,088,350
+615,350
178
$6.77M 0.13%
+345,123
179
$6.66M 0.13%
167,000
+16,000
180
$6.59M 0.13%
412,000
+7,100
181
$6.54M 0.13%
251,600
-56,100
182
$6.4M 0.12%
78,600
+3,600
183
$6.29M 0.12%
118,855
+1,255
184
$6.19M 0.12%
133,500
+3,800
185
$6.18M 0.12%
+217,200
186
$6.07M 0.12%
195,500
+28,300
187
$6.05M 0.12%
323,000
+7,600
188
$5.91M 0.11%
341,000
+15,100
189
$5.91M 0.11%
350,000
+6,500
190
$5.84M 0.11%
154,700
-11,800
191
$5.83M 0.11%
149,990
-9,880
192
$5.74M 0.11%
+150,370
193
$5.61M 0.11%
94,550
+4,350
194
$5.6M 0.11%
52,000
195
$5.58M 0.11%
129,500
+8,500
196
$5.54M 0.11%
78,000
+4,500
197
$5.47M 0.11%
206,155
+9,610
198
$5.37M 0.1%
170,150
+33,450
199
$5.29M 0.1%
+20,707
200
$5.26M 0.1%
80,000
+1,000
6 7
8
9 10