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
$5.69B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$16.6M
3
+$16M
4
TPR icon
Tapestry
TPR
+$14M
5
APFH
AdvancePierre Foods Holdings
APFH
+$13.9M

Top Sells

1
+$34.4M
2
+$32M
3
+$30M
4
MCK icon
McKesson
MCK
+$22.7M
5
HPE icon
Hewlett Packard
HPE
+$19.3M

Sector Composition

1 Technology 14.08%
2 Healthcare 12.77%
3 Financials 12.47%
4 Consumer Discretionary 11.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.56M 0.15%
503,165
+21,165
177
$8.45M 0.15%
492,500
+5,700
178
$8.41M 0.15%
403,000
+3,000
179
$8.28M 0.15%
120,500
-11,500
180
$8.23M 0.14%
84,400
+200
181
$8.21M 0.14%
260,800
+500
182
$8.08M 0.14%
+276,200
183
$8.03M 0.14%
264,500
+2,000
184
$7.99M 0.14%
87,100
+200
185
$7.92M 0.14%
36,162
+3,625
186
$7.77M 0.14%
79,100
+100
187
$7.65M 0.13%
271,500
+4,000
188
$7.49M 0.13%
192,015
189
$7.45M 0.13%
143,090
+10,000
190
$7.42M 0.13%
144,000
-65,000
191
$7.37M 0.13%
466,198
192
$7.22M 0.13%
424,850
+60,500
193
$7.21M 0.13%
138,500
+1,000
194
$7.18M 0.13%
211,200
+122,100
195
$6.86M 0.12%
138,500
+1,000
196
$6.74M 0.12%
68,949
197
$6.71M 0.12%
68,500
-6,500
198
$6.57M 0.12%
51,227
199
$6.47M 0.11%
137,100
200
$6.45M 0.11%
234,000
+2,000
6 7
8
9 10