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
$5.39B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.6M
3
+$19.4M
4
AIG icon
American International
AIG
+$17.4M
5
TRTN
Triton International Limited
TRTN
+$14.5M

Top Sells

1
+$49.7M
2
+$45.3M
3
+$43.5M
4
DEG
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
+$20M
5
SKT icon
Tanger
SKT
+$18.8M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.4%
3 Consumer Discretionary 11.39%
4 Financials 10.01%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.35M 0.14%
503,500
+91,500
177
$7.32M 0.14%
220,700
178
$7.32M 0.14%
192,015
-128,000
179
$7.3M 0.14%
150,490
+500
180
$7.21M 0.13%
352,000
+2,000
181
$7.18M 0.13%
+146,000
182
$7.04M 0.13%
86,700
+250
183
$6.93M 0.13%
168,000
+1,000
184
$6.86M 0.13%
173,597
+368
185
$6.67M 0.12%
78,800
+200
186
$6.62M 0.12%
29,682
+8,975
187
$6.58M 0.12%
362,250
+106,100
188
$6.55M 0.12%
217,500
+22,000
189
$6.46M 0.12%
130,000
+500
190
$6.39M 0.12%
232,500
+16,000
191
$6.33M 0.12%
57,900
+5,900
192
$6.3M 0.12%
307,000
-82,400
193
$6.27M 0.12%
134,500
+1,000
194
$6.19M 0.11%
225,000
-122,625
195
$6.15M 0.11%
326,000
+3,000
196
$5.95M 0.11%
78,500
+500
197
$5.91M 0.11%
156,170
+5,800
198
$5.86M 0.11%
+189,000
199
$5.85M 0.11%
72,550
+17,900
200
$5.81M 0.11%
87,500
+500
6 7
8
9 10