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
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.42M 0.15%
466,198
+600
177
$8.32M 0.15%
403,000
+26,000
178
$8.23M 0.15%
221,500
+4,000
179
$7.99M 0.14%
267,500
+3,500
180
$7.91M 0.14%
132,000
+2,000
181
$7.8M 0.14%
220,700
182
$7.78M 0.14%
260,300
+700
183
$7.76M 0.14%
486,800
-16,700
184
$7.75M 0.14%
225,000
185
$7.73M 0.14%
21,900
-2,767
186
$7.63M 0.14%
137,500
+3,000
187
$7.57M 0.13%
111,600
+100
188
$7.3M 0.13%
79,000
+200
189
$7.27M 0.13%
232,000
+11,000
190
$7.22M 0.13%
168,000
191
$7.2M 0.13%
192,015
192
$7.18M 0.13%
364,350
+2,100
193
$7.15M 0.13%
262,500
+30,000
194
$7.12M 0.13%
32,537
+2,855
195
$6.93M 0.12%
237,900
+33,700
196
$6.91M 0.12%
133,090
-17,400
197
$6.72M 0.12%
1,199,940
+1,000
198
$6.65M 0.12%
68,949
199
$6.62M 0.12%
137,500
+3,000
200
$6.52M 0.12%
137,100
+400
6 7
8
9 10